What are the responsibilities and job description for the Senior Client Advisor position at Modern Wealth Management?
As a Senior Client Advisor, your main focus will be on client retention and the comprehensive review and presentation of financial plans and investment recommendations to existing clients independently.
Key Responsibilities :
- Lead ongoing meetings with clients once they transition from prospects to valued clients.
- Address complex financial planning, estate planning, tax, and retirement challenges.
- Oversee lead flow management, contact efforts, and follow-up strategies.
- Contribute to the investment management committee and shape firm investment strategies tailored for clients.
- Collaborate with Senior Advisors to effectively manage and leverage tasks for the top 20% of clients.
- Support and enhance marketing initiatives for the Senior Advisors.
- Supervise and guide all Relationship Managers under your charge.
- Facilitate the onboarding process for new clients.
- Coach and mentor Relationship Managers to enhance their skills.
- Assist the marketing team with content creation and related tasks.
- Continuously monitor opportunities within each client's investment portfolio.
- Evaluate sales flow and processes, providing innovative solutions to enhance efficiency and effectiveness.
- Assist Relationship Managers with managing bookings schedules for the entire team.
Qualifications :
Why Join Us?
At Modern Wealth Management, we are dedicated to creating a diverse, equitable, and inclusive workplace where all employees feel appreciated and empowered. We value a variety of perspectives and backgrounds, believing they strengthen our team and enhance our ability to serve clients effectively. We warmly welcome and encourage applicants from all backgrounds, experiences, and identities to apply.
