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Financial Services Advisor

Hiring Company Industry: Financial Services
Number of Employees: 1,000 - 10,000 Employees
Total Compensation: $350K
     - Base Salary: $150K
     - Bonus / Commission: $150K
Reports to: VP
Location: San Diego, CA; Boston, MA; CHICAGO, IL; Dallas, TX; Denver, CO; Fort Lauderdale, FL; Houston, TX; Los Angeles, CA; Miami, FL; New York, NY; San Francisco, CA; Seattle, WA; Washington, DC
Position Filled
JOB DESCRIPTION

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


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