Lead Wealth Advisor - Rochester - Modern Wealth Management

Modern Wealth Management Rochester

1 week ago

Description

Role Summary:

A Lead Advisor is responsible for client retention, presenting financial plans and investment recommendations to existing clients with minimal supervision.

Main Responsibilities:

Conduct ongoing client meetings without supervision.
Solve complex financial planning, estate, tax, and retirement issues.
Monitor lead flow, contact, and follow up activities.
Participate in investment management committee decisions or contribute to firm-wide investment strategies.
Collaborate with Senior Advisors to manage top-performing client work.
Coordinate marketing efforts for Senior Advisors.
Oversee Relationship Managers under their supervision.
Facilitate onboarding processes for new clients.
Mentor and coach Relationship Managers.
Support Marketing with content creation.
Identify opportunities within client portfolios.
Optimize sales flow and process efficiency.
Manage Booking calendars for the team.

Requirements:

Bachelor's degree in finance, economics, business administration, or a related field typically required.
Certification such as Certified Financial Planner (CFP) is mandatory.
5 years of experience in financial planning, investment management, or a related field.

Benefits:

Generous continuing education support
100% company-paid employee-only health insurance premiums
4% Company 401k match, 100% vested

At Modern Wealth Management, we strive to create an inclusive and diverse workplace where all employees feel valued and respected. We welcome applicants from diverse backgrounds to join our team.

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