Subscribe in NewsGator Online   Subscribe in Bloglines

Job 5055: Wealth Client Advisors

Location City: Winston Salem

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: 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

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 <searchpro@nbn-jobs.com> and reference the job number.


Acceptable Use Policy
blog comments powered by Disqus

Videos


T&E eNewsletters

Wealth Watch

Wealth Watch is a free e-newsletter delivered twice a month with expert advice on wealth management from Trusts & Estates.

Latest from Wealth Watch

View more from Wealth Watch.

Tech. Review

Technology Review is a free monthly e-newsletter from Trusts & Estates and nationally renowned expert Donald H. Kelley. It is geared to keeping estate planning lawyers current on the latest tech news they can use.

Latest from Tech. Review

View More from Technology Review.

Philanthropy Tax Guide

Each month, Conrad Teitell reports on and analyzes as important tax development governing charitable contributions, including how to maximize the benefits and avoid the pitfalls.

Latest from Conrad Teitell

View More from Conrad Teitell.

2011 Trust Glossary

Click here to download the 2011 Trust Glossary

50 Years Ago This Month

50 years ago, in May 1962, we featured articles such as: "Future of Canadian Trusteeship" by Arthur H. Mingay", "Training Trust Employees" by Ian M. Marr, "What is a Trust Officer?" by Eric J. Brown, and "Selling Services" by Donald I. Webb.

Conrad Teitell's Guide to Tax Benefits For Charitable Gifts

Click here to view the most up to date guide (September 2011)

Press Releases

Browse Back Issues

What's new on
WealthManagement.com


Most Popular Stories

Follow us on Twitter