Senior Investment Advisor
Jobtailor
Responsibilities Provides exemplary client service as an investment expert Grows AUM through business development Engages in ongoing client communications Sets client goals and develops Investment Policy Statements Achieves annual sales goals by acquiring new households Networks internally and externally for business growth Requirements BS/BA required Preferred Business Administration, Finance, or Economics 8+ years investment management experience Excellent investment acumen Significant sales and client retention experience Experience in individual accountability and team-based performance Excellent interpersonal and communication skills Advanced decision-making abilities Strong relationship management skills Core Competencies Demonstrates extensive investment management experience with a strong focus on client service, business development, and achieving sales goals. Possesses advanced decision-making and relationship management skills to effectively engage clients and grow assets under management. #J-18808-Ljbffr Jobtailor
Vacancy posted 3 days ago
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