2008-01-03 09:00:33 UTC
Financial Advisors (sales), Private Wealth Management.
The Base Salary is $140-160K.
The At Plan Comp is $300K to $1M+.
Our client is a leader with an impeccable reputation in a very exclusive club.
They have $50+ billion under management for a private clientele including some of the nations most prominent families and individuals.
This client invests in their Financial Advisor and excels at making them winners.
Top performers are making $500K+ with $1mm earners in every office.
The clients 1 producer has been there for 4 years.
Requirements:
10 to 25 years professional experience.
5+ years recent high level, hands on customer facing experience with a proven track record selling and managing sophisticated clients and products.
Driven to win, ambitious, self-motivated, and highly entrepreneurial.
Likeable, gregarious, charismatic and good at relating to different types of people.
Must haves:
Highly ethical, engendering trust and confidence.
On the upswing of their career.
A methodical and consistent career history demonstrating performance, growth, and the ability to stick with something, NO job hoppers.
Excels in both business development with a high level of activity and relationship management.
Articulate and able to explain with confidence products, services and concepts in ways appropriate to the audience.
College degree.
Plusses:
MBA, CPA, JD or other professional degree, strong financial background, military experience, NASD license, competitive sports, community/social involvement, assertive but not aggressive.
Extensive training and coaching provided.
Experience:
10-20 years of experience
Helpful Skills:
Fixed Assets; Certified Public Accountant; Financials; Investing; Juris Doctorate; Masters of Business Administr; Medical Sales; Pharmaceuticals; Field Sales; Service; Wealth
Compensation/Benefits:
Salary: 150000 - 300000