Location City:
Location State: NC
Base Salary: Strong Compensation Plan based on Fee Revenue
Position Responsibilities: Top Tier Investment Firm seeks Client Advisors to work with Ultra High Net Worth individuals, Foundations and Endowments both locally and nationally. Will sell all types of Wealth Management and Financial Services products and provide a comprehensive range of Advisory and Investment Services tailored to meet the preferred client's objectives and Investment preferences.
Education and Certifications/Licenses: Bachelors
Mandatory Minimum Qualifications: Must have 10+ years experience in Wealth Management and Investment Management Sales. Must be accustomed to dealing with very High Net Worth clients. Must be a top producer (a minimum of $750K to $1MM in fee revenue per year) from a Top Tier firm and have a sizeable portable book of business. 4 year degree required, advanced degrees and CFP a plus. Must be currently living near Winston-Salem or be commutable to there at least 2 days per week.
Additional Comments: Fax your confidential resume to Lynn Smith at 704.849.9095 in order to be reviewed for top level staffing in every financial center in the United States.
Benefits: Standard Benefits Package.
Overnight Travel: None Listed
Relocation Assistance: Yes
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.
