Advanced Financial planner needed! asap!in one of the Elite Financial Advisory firms. Candidate will work with seminar invites, help the new reps when they are hired, as well as schedule meetings for Managing Partner.
Will target market business owners, consultants, attorneys, CPA’s, commercial real estate, hedge fund, private equity and more.
Training in advanced markets, and complex issues
Developing new prospects and client relationships.; Developing comprehensive financial plans for clients from start to finish.
Individual as well as small business clients.) Develop and implement detailed financial plans for clients. (Investment policy statement, quarterly performance reporting, monthly account statements, asset allocation modeling, manager and security selection and monitoring and risk management.
Our client has been very successful, a large part due to their commitment to operational excellence. They have leading technology, processes and client servicing capabilities.
Our client has a very flexible platform to meet the needs of diverse clientele
- Bachelors degree
- NASD Series 7 and 66 (or combination of 63 and 65) and appropriate State insurance licenses
- working towards, Certified Financial Planner (CFP), Chartered Financial Consultant (ChFC), Chartered Mutual Fund Consultant (CMFC), preferred
- Minimum of 2years of experience in financial sales capacity providing financial planning services to high net worth clients
- Proven track record in generating sales and managing relationships with high net worth clients, including broad technical skills in retirement products, general investment matters and applicable tax and estate planning issues
- Demonstrated experience understanding a client's unique financial situation, providing appropriate advice and solutions, and exhibiting financial leadership.
- Excellent interpersonal skills and client face-to-face relationship building skills as well as a team player
- Experience with client relationship management systems
- Apply online at www.lifetimerecruiting,com or email us at recruiterchic@gmail.com
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