What are the responsibilities and job description for the Wealth Management Executive position at Planning Alternatives?
About the Opportunity
">This is an exciting opportunity to join our team as a Managing Partner, contributing to the strategic growth of our firm and leading key client relationships.
Key Responsibilities
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- Leadership and Collaboration ">
- Collaborate with senior leadership to develop long-term strategic objectives and initiatives for the firm. ">
- Lead, mentor, and inspire the wealth advisors to deliver exceptional service to clients while attracting and converting prospects. ">
- Establish performance metrics and goals for the team, providing regular feedback and coaching to drive continuous improvement. ">
- Business Development and Growth ">
- Identify opportunities for organic growth and expansion within existing client base and target markets. ">
- Develop and execute strategic business development plans to acquire new clients and increase assets under management. ">
- Cultivate relationships with prospective clients, referral sources, and industry partners to generate leads and opportunities. ">
- A competitive compensation package, including base salary, performance-based bonuses, and equity opportunities. ">
- A comprehensive benefits package, including health insurance, retirement plans, and paid time off. ">
- Opportunities for professional development and career advancement within a dynamic organization. ">
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About Us
">We are committed to diversity and inclusion in the workplace, encouraging qualified individuals from all backgrounds to apply.
What We Offer
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