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Feb 8, 2006 12:00 PM
Job 5990: High Net Worth Client Advisor
Location City: Traverse City
Location State: MI
Base Salary: $80K Base + Competitive Incentive
Position Responsibilities: Major Midwestern Bank
seeks sharp individual to serve as Financial Advisor to affluent
clients with greater than $3MM in net worth. Will sell all types of
Wealth Management and Trust products and serve as their
Relationship Manager, bringing in other experts as needed to
provide a broad range of affluent services to meet the
clientís Wealth Management Investment and Financial Planning
needs.
Education and Certifications/Licenses: Bachelors
Mandatory Minimum Qualifications: 5+ years experience in
Trust and Wealth Management Sales. Expert Client Management and
Relationship Management skills required. 4 year degree
required.
Preferred Qualifications: MBA, CFA, and CFP are a
plus.
Additional Comments: Please, only experienced, currently
employed Banking and Financial Services Candidates with a minimum
Bachelors Degree need apply.
Benefits: Standard benefits package.
Overnight Travel: None Listed
Relocation Assistance: Yes
To apply for this Job: please send your resume to <searchpro@nbn-jobs.com> and
reference the job number.
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