Senior Wealth Advisor

Modern Wealth Management provided pay range

This range is provided by Modern Wealth Management. Your actual pay will be based on your skills and experience — talk with your recruiter to learn more.

Base pay range

$150,000.00 / yr - $225,000.00 / yr

Additional compensation types

Annual Bonus

Direct message the job poster from Modern Wealth Management

National Head of Wealth Advisor Recruiting

Senior Advisors are the most experienced advisors in the firm. They have two primary job functions : work with top 20% of the most profitable and / or complicated clients in the firm and the remaining 80% developing new client relationships. They also spend a significant amount of their time overseeing, training, and supervising other staff members. They are responsible for overseeing the top tier clients who generate a significant amount of revenue for the firm and identifying markets and other potential clients to bring into the firm. A portable book of existing clients is a plus.

Primary Duties

• Conduct all Get to Know meetings
• 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.
• Train, coach, and mentor entire advisory staff to ensure the highest level of client service, professional knowledge, and competence.
• Oversee the compliance operations and ensure they are being adhered to at the highest level of excellence.
• Serves on investment management committee or helps determine firm investment strategies for clients.

Requirements

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.

Seniority level

Mid‑Senior level

Employment type

Full‑time

Job function

Consulting, Business Development, and Finance

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