Location City:
Location State: CA
Base Salary: 100K + D.O.E.
Bonus & Incentives: Paid based on their book of business
Position Responsibilities: Work with high net worth clients - above $1 mil net investible assets; lead with consultative planning approach; delegate implementation responsibility to appropriate specialist, responsible for post-client relationship plan; has business plan in place & updates quarterly; use planning based approach - not transactional approach;. generates own leads and manages own clients. Compensated based on revenue controlled.
Education and Certifications/Licenses: Bachelors, Series 7,63, 65 preferred
Mandatory Minimum Qualifications: Experienced Private Banker; team builder; excellent communication skills;
Preferred Qualifications: CFP, CFA or MBA
Benefits: Std.
Overnight Travel: Limited
Relocation Assistance: No
Special Note: Please respect our recruiting members' time by only replying to positions where your experience meets the qualifications specified. Due to the large volume of responses we receive we regret we are unable to respond to every applicant.
To apply for this Job: please send your resume to <[email protected]> and reference the job number.
