What are the responsibilities and job description for the Lead Wealth Advisor position at Modern Wealth Management?
The primary responsibility of a Lead Advisor is client retention, reviewing/presenting client financial plans and investment recommendations with existing clients without supervision.
Primary Duties:
- Conducts all on-going client meetings once prospect transitions to a client.
- Solves complicated financial planning, estate, tax, and retirement issues.
- Monitor lead flow, contact, and follow up.
- Serves on investment management committee or helps determine firm investment strategies for clients.
- Works with Senior Advisor to manage and leverage work needing to be completed for top 20% of clients.
- Participates and coordinates marketing efforts for the Senior Advisors.
- Manages all Relationship Managers under their supervision.
- Facilities all onboarding work for new clients.
- Coach and mentor Relationship Manager.
- Assist Marketing with content and content creation.
- Monitor Opportunities within each client’s portfolio.
- Monitor sales flow and process and be able to provide innovative ideas to increase efficiency and effectiveness.
- Assist Relationship Manager with managing Bookings calendars for the entire team.
Requirements:
- A bachelor's degree in finance, economics, business administration, or a related field is typically required. Certification such as Certified Financial Planner (CFP) is required.
- 5 years experience in financial planning, investment management, or a related field.
Key Benefits
- Generous continuing education support
- 100% company paid employee only premiums for Health, Dental & Vision Coverage
- 4% Company 401k match, 100% vested
At Modern Wealth Management, we are committed to fostering a diverse, equitable, and inclusive workplace where all employees feel valued, respected, and empowered. We believe that a variety of perspectives and backgrounds strengthens our team and enhances our ability to serve our clients. We welcome and encourage applicants of all backgrounds, experiences, and identities to apply.
