Job summary
Job post source
This job is directly from Modern Wealth Management
Job overview
The Executive Advisor role at Modern Wealth Management involves managing top clients and developing new client relationships while supervising staff to drive firm growth.
Responsibilities and impact
The Executive Advisor manages the top 20% of clients, dedicates 80% of time to business development, oversees staff training and compliance, collaborates on marketing strategies, and contributes to investment management decisions.
Compensation and benefits
The position offers generous continuing education support, fully paid employee health, dental, and vision premiums, and a 4% company 401k match fully vested.
Experience and skills
Candidates must have a bachelor's degree in finance or related fields, CFP certification, and 10 years of experience in financial planning or investment management.
Career development
The role includes opportunities for mentoring and training advisory staff, supporting professional growth within the firm.
Work environment and culture
The company emphasizes high client service standards, professional knowledge, and compliance excellence in a collaborative environment.
Company information
Modern Wealth Management is a financial services firm focused on client investment strategies and wealth management.
Team overview
The Executive Advisor works closely with management and advisory staff, overseeing Lead and Associate Advisors and participating in investment committees.
Unique job features
The job uniquely combines high-level client management with leadership in staff development and firm strategy.
Company overview
Modern Wealth Management is a financial services firm specializing in providing personalized wealth management solutions to individuals and families. They generate revenue through advisory fees, financial planning services, and investment management. The company focuses on creating tailored strategies to help clients achieve their financial goals, emphasizing long-term growth and risk management. Founded with the mission to offer transparent and client-centric services, Modern Wealth Management has established itself as a trusted partner in the financial industry. Their commitment to innovation and technology enables them to deliver efficient and effective solutions to their clientele.
How to land this job
Position your resume to emphasize your extensive experience in financial planning and investment management, highlighting your work with high-net-worth clients and business development skills, as these are critical for the Executive Advisor role at Modern Wealth Management.
Highlight your leadership abilities in managing and mentoring advisory teams, your expertise in client relationship management, and your involvement in compliance and investment strategy committees, directly aligning with the job responsibilities.
Apply through multiple channels such as Modern Wealth Management's corporate career site, LinkedIn job postings, and relevant financial industry job boards to maximize your application visibility.
Connect with current Executive Advisors or management team members at Modern Wealth Management on LinkedIn; use ice breakers like commenting on recent firm initiatives, asking about their approach to client development, or inquiring about their experience with the firm's investment strategies.
Optimize your resume for ATS by incorporating keywords from the job description such as 'client relationship management,' 'business development,' 'financial planning,' 'investment management,' 'compliance operations,' and 'team leadership' to increase the chances of passing initial screenings.
Leverage Jennie Johnson's Power Apply feature to automate tailored applications, find the best places to apply, and identify relevant LinkedIn connections, allowing you to focus your energy on networking and preparing for interviews.
Jennie Johnson works for you!
Here’s what we do to make sure you’re successful:
Targeted Resume Revamp:
We expertly craft your resume to navigate Applicant Tracking Systems (ATS) and showcase your qualifications, making you stand out as a top-tier candidate.
Job Description Dissection:
Unpack the job posting with expert analysis, ensuring your application hits every key requirement.
Bespoke Cover Letter:
Capture the attention of hiring managers with a personalized cover letter that highlights how your skills align perfectly with the job's needs.
Interview Mastery:
Prepare for interviews like a pro with likely questions, strategic answers, and insightful questions for you to ask, setting you apart as an informed candidate.
Direct Application Insights:
Receive tailored advice on the best places to apply, ensuring your applications are seen by the right employers.
Skills and Gaps Assessment:
Identify and close critical skills gaps to position yourself as the best-fit candidate for your ideal job.
Personalized Email Pitch:
Make a memorable first impression with an email template crafted to engage potential employers and initiate meaningful conversations.
In-depth Research Guide:
Leverage comprehensive research tools to gather effective insights on companies, industry trends, and role-specific challenges.
Detailed Company Analysis:
Gain in-depth understanding of your prospective employer, giving you the edge in applications and interviews.
Strategic Candidate Overview:
Understand your unique value and why companies would want to interview you, highlighting your background and positioning.