Financial Services Advisor

The client is a leader with an impeccable reputation within the Private Wealth Management arena.  They have $50+ billion under management for a private clientele including some of the nation’s most prominent families and individuals.  They are seeking individuals who are entrepreneurial rain makers with hands on customer facing experience and a proven track record selling and managing sophisticated clients and products.

• Ability to self motivate


• Excellent communication skills both verbal and written


• A methodical and consistent career history with minimum job changes.


• Demonstrate ability to perform and growth within an organization


• Must possess a good understanding of investments and capital markets


• Should have an in depth knowledge of finance and financial products


• Be able to excel in both business development and relationship building 

Requirements:

• Must have 20+ years experience


• Strong financial background, but not necessarily as a financial advisor


• Strong local community presence must be demonstrated


• Must demonstrate community/social involvement/affiliations


• Military experience a plus


• Must work out of local office 2-3 days a week

Education/Certification:

• University Degree


• MBA, CPA, JD or other graduate degree a plus