Financial Advisor
Norman Alex
Financial Advisor
Boston, Massachusetts, United States
We are recruiting for a top tier advisor/team in the greater Boston market.
If you are looking for an opportunity to work in a brokerage environment, with the backing of one of the country's largest private banks, this could be your new home.
Qualifications:
- A global book of clients from $1500MM - $2BBMM+ in assets.
- Hunters mentality and will work effortlessly to prospect and acquire new clients as well as new assets from new and existing High Net Worth clients focused in the US.
- Responsible for advising on and implementing investment, banking and trust/estate solutions for core clients with assistance from the integrated team (Investor, Capital Advisor and Wealth Advisor).
- Ensure that the proposed solutions maximize the clients needs, goals and objectives.
- The candidate's performance will be measured by objectives using specific financial and client satisfaction objectives.
- Significant experience in Wealth Management working with HNW/UHNW individuals and families
- Proven track record in prospecting, profiling, overcoming objections, negotiation, team selling approach, closing the sale and asking for referrals.
- Enthusiasm, appetite and proven experience in business development and client acquisition and a desire to travel extensively to build out your practice and deepen existing relationships.
- Demonstrated understanding of investments, banking and trust concepts including, but not limited to: asset allocation on structured portfolios, managed portfolios, brokerage accounts, portfolio reviews, deposit and loan solutions, basic trust and estate products and identification of wealth planning opportunities.
- Strong relationship management and team building skills; views team concept as critical to model.
Full lending, credit, mortgage and all private bank offerings for your clients - don't lose the revenue
Best deal bonus, grid pay-out, platform and work culture in the market
Referrals from the private bank
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