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Sep 28, 2005 12:00 PM
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.
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