What are the responsibilities and job description for the Executive Wealth Advisor position at NPAworldwide?
Job Description
Salary Min : $ 180000
Salary Max : $ 250000
Currency Type : USD
- Conduct all Get to Know meetings
- Maximize all new business development opportunities
- Manage top 20% of the teams 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.
- 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.
- Conduct all Get to Know meetings
- Maximize all new business development opportunities
- Manage top 20% of the teams 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.
Salary Min : $ 180000
Salary Max : $ 250000
Currency Type : USD
Salary : $180,000 - $250,000