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.