Executive Wealth Advisor

Job Title : Executive Wealth Advisor

Job Location : Rochester, NY

Job Type : Full time

Job Description :

Conduct all Get to Know meetings

Maximize all new business development opportunities

Manage top 20% of the team's client reviews.

Dedicate at least 80% of time in business development.

Work with management team on improving client / prospect experience.

Manage & develop Lead and Associate Advisors.

Collaborate on new marketing strategies, programs, segments, and services models to drive new clients to the firm.

Serves on investment management committee or helps determine firm investment strategies for clients.

Experience you'll need :

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.

A portable book of existing clients is preferred.

10 years experience in financial planning, investment management, or a related field.