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Reference Number:
WealthAdv
Job Description:
National Private Wealth Management firm is seeking professional Financial Advisors to join it's Elite Wealth Management Team. This financial management team is responsible for providing a full range of wealth management services to an exclusive, financially elite, client base of private business and individual investors. The role of the Client Financial Advisor is to develop an understanding of the client's current position and future financial needs, working in concert with the firm's extensive wealth management resource team. You will serve to guide the client in critical planning decisions regarding appropriate portfolio investment allocations, tax planning, transfer of wealth, charitable giving, business disposition and other financial management concerns. Financial Advisors do not act in the traditional role of brokers selecting investments, rather, they function in a liaison role with the Investment Policy Groups, who have outstanding long term records.
Experience Level:
5+ Years
Requirements:
Ideal candidates will have a minimum of 10 plus years of experience in working directly with high net worth individuals in a sales or service capacity. Successful candidates will have educational degrees and professional certifications in their career areas such as accounting, legal, investment advisement sales and service, banking services, consulting, commercial real estate, etc. All advisors must be seasoned professionals with a proven track record of developing and building business relationships based on providing advice or services of the highest quality and deep mutual trust. Qualified candidates will have a successful track record of business building and development through a consultative sales and service model versus transaction-oriented sales, strong networking skills, a current base of business relationships with the ability to cultivate new relationships with third party referral sources, e.g. businesses, accountants, attorneys. All candidates must pass Series 7, 31, and 66 securities exams or currently hold same.
This organization provides a unique opportunity to join an established, elite wealth management firm that will provide an exceptional long term career opportunity with a multiple six figure income for the right individual. For more information contact C. ODonnell at cmorecruiter@aol.com or call 610-513-7893,
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