{"schemaVersion":"jobsearcher.job.v1","id":"81663a6c758039ef25bf2e80","url":"https://jobsearcher.com/jobs/81663a6c758039ef25bf2e80","canonicalUrl":"https://jobsearcher.com/jobs/81663a6c758039ef25bf2e80","title":"Executive Wealth Advisor #ESF4262","description":"Job Type : Full Time\n\nLocation : Mesa, Arizona\n\nPay : Excellent\n\nJob Description\n\nExecutive 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.\nThey 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.\nA portable book of existing clients is preferred -with at least $50 million AUM portable.\nWhat you’ll do:\nConduct all Get to Know meetings\nMaximize all new business development opportunities\nManage top 20% of the team’s client reviews.\nDedicate at least 80% of time in business development.\nWork with management team on improving client/prospect experience.\nManage & develop Lead and Associate Advisors.\nCollaborate on new marketing strategies, programs, segments, and services models to drive new clients to the firm.\nServes on investment management committee or helps determine firm investment strategies for clients.\nExperience you’ll need:\nWealth Advisor with at least $50 million AUM portable.\nCertification such as Certified Financial Planner (CFP) is required.\n10 years experience in financial planning, investment management, or a related field.\nA bachelor’s degree in finance, economics, business administration, or a related field is typically required.\nKey Benefits\nGenerous continuing education support\n100% company paid employee only premiums for Health, Dental & Vision Coverage\n4% Company 401k match, 100% vested\n\nOur client asked me to submit 3 great people within the next few days. We work directly with the hiring manager and can arrange interviews within a few days\n\nSujay Nalluri\n\n#INDEH123","company":"Experthiring","rawCompany":"experthiring","city":"Mesa","state":"AZ","isRemote":false,"isActive":false,"createdAt":"2026-04-14T11:06:32.028Z","occupations":[{"code":"13-2052.00","title":"Personal Financial Advisors","slug":"personal-financial-advisors"},{"code":"41-3031.00","title":"Securities, Commodities, and Financial Services Sales Agents","slug":"securities-commodities-and-financial-services-sales-agents"},{"code":"13-2051.00","title":"Financial and Investment Analysts","slug":"financial-and-investment-analysts"}],"industries":[{"code":"523940","title":"Portfolio Management and Investment Advice","slug":"portfolio-management-and-investment-advice"},{"code":"523999","title":"Miscellaneous Financial Investment Activities","slug":"miscellaneous-financial-investment-activities"},{"code":"523991","title":"Trust, Fiduciary, and Custody Activities","slug":"trust-fiduciary-and-custody-activities"}],"jobPosting":{"@context":"https://schema.org","@type":"JobPosting","title":"Executive Wealth Advisor #ESF4262","description":"Job Type : Full Time\n\nLocation : Mesa, Arizona\n\nPay : Excellent\n\nJob Description\n\nExecutive 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.\nThey 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.\nA portable book of existing clients is preferred -with at least $50 million AUM portable.\nWhat you’ll do:\nConduct all Get to Know meetings\nMaximize all new business development opportunities\nManage top 20% of the team’s client reviews.\nDedicate at least 80% of time in business development.\nWork with management team on improving client/prospect experience.\nManage & develop Lead and Associate Advisors.\nCollaborate on new marketing strategies, programs, segments, and services models to drive new clients to the firm.\nServes on investment management committee or helps determine firm investment strategies for clients.\nExperience you’ll need:\nWealth Advisor with at least $50 million AUM portable.\nCertification such as Certified Financial Planner (CFP) is required.\n10 years experience in financial planning, investment management, or a related field.\nA bachelor’s degree in finance, economics, business administration, or a related field is typically required.\nKey Benefits\nGenerous continuing education support\n100% company paid employee only premiums for Health, Dental & Vision Coverage\n4% Company 401k match, 100% vested\n\nOur client asked me to submit 3 great people within the next few days. We work directly with the hiring manager and can arrange interviews within a few days\n\nSujay Nalluri\n\n#INDEH123","datePosted":"2026-04-14T11:06:32.028Z","dateModified":"2026-04-14T11:06:32.028Z","hiringOrganization":{"@type":"Organization","name":"Experthiring","sameAs":"https://jobsearcher.com"},"jobLocation":{"@type":"Place","address":{"@type":"PostalAddress","addressLocality":"Mesa","addressRegion":"AZ","addressCountry":"US"}},"identifier":{"@type":"PropertyValue","name":"JobSearcher","value":"81663a6c758039ef25bf2e80"},"url":"https://jobsearcher.com/jobs/81663a6c758039ef25bf2e80"}}