Wealth Management Advisor Responsibilities:
- Serve as the primary point of contact for High Net Worth and affluent clients.
- Manage and develop an assigned book of business.
- Grow the book of business through identifying value-added products and services for clients, identifying and acquiring client assets held outside of the platform, and developing additional business through client referrals.
- Build and solidify client relationships pre and post retirement through a distinctive experience that leverages the unique value proposition of the business.
Wealth Management Advisor Requirements:
- Ten or more years of proven relationship management and sales experience providing financial planning services to HNW clients.
- Strong track record in generating sales and a broad background in retirement products, general investment matters, and applicable tax and estate planning issues.
- Good computer skills that include working with the Microsoft Office suite, CRM, and proprietary systems.
- NASD Series 7 or 66 (or combination of 63 and 65) licenses required.
- Resident state insurance license and non-resident licenses for all states in which the employee will sell insurance products within six months of assuming the position.
Please
contact Scott Thompson for immediate confidential consideration and additional
details.
Phone:
515-216-5455
See
our website at www.csgrecruiting.com/jobs for a complete listing of nationwide
opportunities.
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out some of my recent articles on the blog here:
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