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Financial Services Advisor Back to search
Contact Information:
Wealth Management Firm
San Diego, CA


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Reference Number:
lddr1752340

Job Description:

The client is a leader with an impeccable reputation within the Private Wealth Management arena.  They have $50+ billion under management for a private clientele including some of the nation’s most prominent families and individuals.  They are seeking individuals who are entrepreneurial rain makers with hands on customer facing experience and a proven track record selling and managing sophisticated clients and products.



  • Ability to self motivate

  • Excellent communication skills both verbal and written

  • A methodical and consistent career history with minimum job changes.

  • Demonstrate ability to perform and growth within an organization

  • Must possess a good understanding of investments and capital markets

  • Should have an in depth knowledge of finance and financial products

  • Be able to excel in both business development and relationship building 


Requirements:



  • Must have 20+ years experience

  • Strong financial background, but not necessarily as a financial advisor

  • Strong local community presence must be demonstrated

  • Must demonstrate community/social involvement/affiliations

  • Military experience a plus

  • Must work out of local office 2-3 days a week


Education/Certification:



  • University Degree

  • MBA, CPA, JD or other graduate degree a plus


Experience Level:
Unspecified

Requirements:

Location:
San Diego CA

Duration:
Direct Placement

Pay Rate:
$350K

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Date Posted: 11/21/2009
Last Updated: 11/21/2009
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