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Job Description
- Req#: 192526877787228
- Bachelor’s degree or equivalent experience.
- 8+ years of experience with High and Ultra High Net Worth clients.
- Strong network with excellent relationship management and business development skills.
- Proven success in specific client segments or verticals.
- Ability to profile clients and create tailored strategies.
- Skill in coordinating a team of specialists.
- Strong communication skills to explain complex concepts effectively.
- A strategic advisor mindset with problem-solving passion.
- Independent decision-making and business ownership mentality.
- CFA or CFP designation preferred.
Our client is on a mission to empower customers and communities with smart financial decisions, fostering growth and success. They value diversity and offer a broad spectrum of career opportunities, encouraging you to explore, learn, and excel from day one. As a respected and innovative financial institution, they stand as one of the largest and most admired companies in their sector, boasting a stable and client-focused environment.
In their Private Wealth Management division, significant investments are being made to expand the advisor team and enhance client experiences. This collaborative and supportive environment, combined with a rich product portfolio and excellent prospecting opportunities, provides a solid foundation for career growth.
The role of Private Wealth Advisor involves guiding clients in wealth and estate planning, investments, banking, and more. The position requires leveraging client knowledge and a broad financial skillset to build and maintain relationships. Growth is achieved through both internal and external sales and development of new client relationships. The team is backed by specialists offering in-depth knowledge in their areas of expertise.
Qualifications:
Preferred Skills:
This role requires National Mortgage Licensing System (NMLS) registration under the S.A.F.E. Act of 2008 and Regulation Z, including a background and credit check.
About the company
A good search firm not only finds and recruits desirable candidates; a good search firm serves as a tremendous source of information. There is much market intelligence we gather while executing our searches and we may relay this information to our clients as long as it is not told to us in extreme confidence. We relay information to our clients allowing them a quicker response time, helping them make or save a lot of money in certain situations.
Notice
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