Executive Wealth Advisor - Certified Financial Planner (CFP)
Company: Talent Search PRO
Location: Mesa
Posted on: April 2, 2026
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Job Description:
Executive Wealth 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 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 preferred. What you'll do: Conduct all Get
to Know meetings Maximize all new business development
opportunities 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. Serves on investment management committee or helps determine
firm investment strategies for clients. Experience you'll need: 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 of experience in financial
planning, investment management, or a related field. Significant
experience as a Wealth Advisor with at least $50 million AUM
portable. Key Benefits Generous continuing education support 100%
company paid employee only premiums for Health, Dental & Vision
Coverage 4% Company 401k match, 100% vested
Keywords: Talent Search PRO, Goodyear , Executive Wealth Advisor - Certified Financial Planner (CFP), Accounting, Auditing , Mesa, Arizona
