Job Details
Actively hiring Financial Advisors for our client, a high-growth investment management firm. The ideal candidate will deliver personalized investment solutions to help clients work toward their long-term financial goals.
Responsibilities
- Drive the expansion of high-net-worth and ultra-high-net-worth clientele by seizing strategic networking opportunities.
- Forge and nurture new client relationships while maintaining rapport with existing ones.
- Be the go-to person for both current and newly acquired clients, ensuring their needs are met.
- Execute financial plans, integrating estate planning, business management, and tax strategies seamlessly.
- Collaborate with portfolio management head to tailor investment strategies to clients' goals.
- Liaise with diverse fund managers to guide and allocate client funds into optimal alternative strategies.
- Exemplify dedication to outstanding client service through professional excellence and ethical standards.
- Adhere to company policies and regulatory requirements as a registered investment advisor.
This Role is for You IF...
- You are a go-getter with an entrepreneurial spirit.
- You have a knack for attracting and onboarding clients with your proven track record.
- You put clients at the heart of everything you do, demonstrating a client-centric approach.
- You thrive in a team environment, equipped with strong leadership abilities.
- You have a high level of business acumen that allows you to expedite trust.
Requirements
- 3+ years experience in financial advisory services, with a flair for building and managing client relationships and cultivating new business opportunities.
- Exceptional interpersonal skills and strong ability to build trusting relationships.
- Bachelor s Degree.
- Legally authorized to work in the U.S.