Wealth Manager Expansion

Lifetime Recruiting Strategies

Posted on : 10-04-2025

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1 Vacancy

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Job Location

Indiana, IN - USA

Monthly Salary

Not Disclosed

Salary Not Disclosed

Vacancy

1 Vacancy

Posted on : 10-04-2025

Job Description

Regional Expansion Fortune 500 Company in the Financial Services Industry is looking for Top Financial Professionals to work in a Team environment as a Investment Advisor/ Private Wealth Manager Sales and Sales Management. Interviews next week. We are Looking for Top Producers! In the Financial Services Industry! Isnt it Time for a Fresh We are Looking for Seasoned Professionals in the Financial Services IndustryYou will be Paid The Best Compensation in the Industry today and work with the Best Team of Professionals in the Financial Services Industry as a: Investment Advisor/Private Wealth Manager This position is highly entrepreneurial and involves extensive client development prospecting and consultative selling. Investment Advisors listen to their clients life goals and objectives and leverage the power of the firm to develop financial plans that help them get there. They participate in training and development throughout their careers to continually improve their ability to provide the best advice and service for their clients. The client firm will offer a generous compensation plus incentives from day one; even as you advance in your career and build your business we offer marketing support. In addition you will be able to participate in our industry leading compensation and benefit programs * Devise and execute business development strategies to attract and acquire new clients * Analyze clients financial needs goals sensitivity to risk and investment horizon * Advise clients regarding the advantages and disadvantages of different investment strategies * Create implement and continually review a plan that includes strategies designed to help clients pursue their longterm goals * Achieve client satisfaction and loyalty through excellent service.

REQUIREMENTS
You are a professional with at least 3 5years of experience: Series 6 65 and 7. * Marketing/business development aptitude * Entrepreneurial spirit with a strong work ethic * Excellent interpersonal skills and high level of integrity * Competitive drive and achievement oriented * High degree of selfconfidence and empathy * A bachelors degree or equivalent education is expected * An MBA JD CPA or CFP is valued
Start your new Career now by contacting us for an interview
Please contact me to set up a time for an interview next week.
Thank you for your consideration!

Pamela J. Kortekamp
Lifetime Recruiting Strategies
Developing Relationships that last a Lifetime

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Manager

Employment Type

Full Time

Company Industry

Key Skills

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About Company

Lifetime Recruiting Strategies

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Wealth Manager Expansion

Lifetime Recruiting Strategies

Job Description

Employment Type

Company Industry

Key Skills

About Company

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