Senior Wealth Management Advisor - B05
$250kBest Infosystems LLC
Full JD:
JD1: Senior Wealth Management Advisor_Los Angeles, CA_Full-Time(FTE)_Direct Hire
Hi,
Trust this finds you well!
We've spotted your impressive profile and have an exciting opportunity tailored to your skills and passions.
Position Title: Senior Wealth Management Advisor
Job Type: Full-Time
Location: Los Angeles, CA
Base Salary: $250,000 to $450,000 + Best-in-class benefits
Industry: Financial Services - Investment Banking
Job Category: Sales / Marketing
Job Description:
*Major national/international asset-management firm seeks a successful Senior Wealth Management Advisor or Financial Advisor. Candidates should have 10-30 years successful sales experience as Senior Wealth Management Advisor or VP, Financial Advisor at an investment firm or financial or banking institution. Extensive experience dealing with affluent clients required. Must have a successful track record of retail financial investment sales (not wholesale sales). Must be active in community. A book of business is not a requirement but preferred.
*Four-year college degree required, MBA preferred. Candidates should reside in the metro Los Angeles area.
*There is no overnight travel. Excellent support provided. This position has extraordinary financial potential for a talented Wealth Management Advisor with a record of investment sales achievement.
Compensation:
*Full-time
*Benefits - Full
*Commission Compensation - Yes
Candidate Details:
*10+ to 15 years experience
*Seniority Level - Mid-Senior
*Minimum Education - Bachelor's Degree
Ideal Candidate:
Ideal candidate has extensive successful experience dealing with affluent individual clients with a leading financial services or banking institution and is interested in moving to a position with greater potential for financial growth. Must be sales-oriented with a record of successful growth of firm assets.
----------
JD2: Senior Wealth Management Advisor_New York City, NY_Full-Time(FTE)_Direct Hire
Hi,
Trust this finds you well!
We've spotted your impressive profile and have an exciting opportunity tailored to your skills and passions.
Position Title: Senior Wealth Management Advisor
Job Type: Full-Time
Location: New York City, NY
Base Salary: $250,000 to $450,000 + Best-in-class benefits
Industry: Financial Services - Investment Banking
Job Category: Sales / Marketing
*Major national/international asset-management firm seeks a successful Senior Wealth Management Advisor or Financial Advisor. Candidates should have 10-30 years successful sales experience as Senior Wealth Management Advisor or VP, Financial Advisor at an investment firm or financial or banking institution. Extensive experience dealing with affluent clients required. Must have a successful track record of retail financial investment sales (not wholesale sales). Must be active in community. A book of business is not a requirement but preferred.
*Four-year college degree required, MBA preferred. Candidates should reside in the metro New York City area.
*There is no overnight travel. Excellent support provided. This position has extraordinary financial potential for a talented Wealth Management Advisor with a record of investment sales achievement.
Compensation:
*Full-time
*Benefits - Full
Candidate Details:
*10+ to 15 years experience
*Seniority Level - Mid-Senior
*Minimum Education - Bachelor's Degree
---------
JD3: Senior Wealth Management Advisor_Dallas, TX_Full-Time(FTE)_Direct Hire
Hi,
Trust this finds you well!
We've spotted your impressive profile and have an exciting opportunity tailored to your skills and passions.
Position Title: Senior Wealth Management Advisor
Job Type: Full-Time
Location: Dallas, TX
Base Salary: $250,000 to $450,000 + Best-in-class benefits
Industry: Financial Services - Investment Banking
Job Category: Sales / Marketing
*Major national/international asset-management firm seeks a successful Senior Wealth Management Advisor or Financial Advisor. Candidates should have 10-30 years successful sales experience as Senior Wealth Management Advisor or VP, Financial Advisor at an investment firm or financial or banking institution. Extensive experience dealing with affluent clients required. Must have a successful track record of retail financial investment sales (not wholesale sales). Must be active in community. A book of business is not a requirement but preferred.
*Four-year college degree required, MBA preferred. Candidates should reside in the metro Dallas TX area.
*There is no overnight travel. Excellent support provided. This position has extraordinary financial potential for a talented Wealth Management Advisor with a record of investment sales achievement.
Compensation:
*Full-time
*Benefits - Full
*Commission Compensation - Yes
Candidate Details:
*10+ to 15 years experience
*Seniority Level - Mid-Senior
*Minimum Education - Bachelor's Degree
Ideal Candidate:
*Ideal candidate has extensive successful experience dealing with affluent individual clients with a leading financial services or banking institution and is interested in moving to a position with greater potential for financial growth. Must be sales-oriented with a record of successful growth of firm assets.
----------
JD4: Senior Wealth Management Advisor_Denver, CO_Full-Time(FTE)_Direct Hire
Hi,
Trust this finds you well!
We've spotted your impressive profile and have an exciting opportunity tailored to your skills and passions.
Position Title: Senior Wealth Management Advisor
Job Type: Full-Time
Location: Denver, CO
Base Salary: $250,000 to $450,000 + Best-in-class benefits
Industry: Financial Services - Investment Banking
Job Category: Sales / Marketing
*Major national/international asset-management firm seeks a successful Senior Wealth Management Advisor or Financial Advisor. Candidates should have 10-30 years successful sales experience as Senior Wealth Management Advisor or VP, Financial Advisor at an investment firm or financial or banking institution. Extensive experience dealing with affluent clients required. Must have a successful track record of retail financial investment sales (not wholesale sales). Must be active in community. A book of business is not a requirement but preferred.
*Four-year college degree required, MBA preferred. Candidates should reside in the metro Denver CO area.
*There is no overnight travel. Excellent support provided. This position has extraordinary financial potential for a talented Wealth Management Advisor with a record of investment sales achievement.
Compensation:
*Full-time
*Benefits - Full
Commission Compensation - Yes
Candidate Details:
*10+ to 15 years experience
*Seniority Level - Mid-Senior
*Minimum Education - Bachelor's Degree
Ideal Candidate:
*Ideal candidate has extensive successful experience dealing with affluent individual clients with a leading financial services or banking institution and is interested in moving to a position with greater potential for financial growth. Must be sales-oriented with a record of successful growth of firm assets.
========
Screening Questions:
# Total experience:
# How many years of experience do you have as a Wealth Management Advisor or Financial Advisor serving affluent/high-net-worth clients?
# How many years of experience do you have selling retail investment products directly to individual clients (not wholesale or institutional)?
# How many years have you advised High-Net-Worth (HNW) or Ultra-High-Net-Worth (UHNW) individual clients?
# How many years have you been responsible for growing Assets Under Management (AUM) through new client acquisition and relationship expansion?
# How many years of experience do you have providing investment advisory, retirement planning, estate planning, portfolio management, and wealth planning services?
# What is the reason for seeking change from your current role?
# What is your annual base salary expectations (USD)?
# Preferred Location - Los Angeles, CA / New York City, NY / Dallas, TX / Denver, CO (Onsite):
# Current Location, State with zip code:
# Are you authorized to work in the USA without sponsorship?
# Work authorization for working in USA (USC / GC):
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