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Reference Number:
lddr1911866
Job Description:
Job #: 9768 Title: Wealth Management Advisor Job Location: NV-Las Vegas
Rocky Mountains (CO, ID, MT, NV, UT & WY) Job Categories: WealthMgmt~Corp./Instit. Trust (WMCI); WealthMgmt~Exec/Mid Mgmt/Admin (WME); WealthMgmt~Private Bnkg. (WMPB) Industries: Banking Base Compensation: Low: $100,000 High: $130,000 Total Compensation: Low: $150,000 High: $225,000 Is Employer Willing to Relocate : Why is This a Great Opportunity Our client is a large national bank with a mandate to grow market share in the West. Join now and help to build the Wealth Management group, unlimited potential, great compensation package for entrepreneurial candidates. Job Description: Responsible for retention and growth of small to medium size high net worth client relationships. Builds a team of Banking, Trust and Investment professionals around client that meets and exceeds client needs. Incumbent is a highly seasoned financial industry expert capable of handling complex wealth and relationship management issues, providing counsel and expert advice in all areas of Wealth Management. QUALIFICATIONS Mandatory Minimum Qualifications - Must Have: - Bachelors degree, or equivalent work experience - Eight or more years of experience in high and ultra high net worth client wealth management activities Preferred Qualifications: - Excellent relationship management, networking and business development skills - Extraordinary talent for driving business - Extensive knowledge of Banking, Trust, and Investment products and services - Ability to partner with colleagues to identify and service unique clients needs - Well-developed analytical and problem solving skills - Excellent writing, speaking, and presentation skills - Ability to make critical decisions independently - Professional designation such as CFA or CFP is preferred Education: None Certifications: None Licenses: None Total Years of Experience: 7-8
Experience Level:
Unspecified
Requirements:
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