Estate planner Manhattan needed asap
Estate planner Manhattan needed asap
Posted on :
10-04-2025
Employer Active
1 Vacancy
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Job Description
We are looking for highly flexible individuals who excel in both business development and relationship position requires an exceptionally motivated passionate individual who is driven to be successful candidate will be accustomed to a high level of daily sales activityselective business development does not work.
The individual must be capable of networking and developing relationships from scratch with attorneys accountants trust and estate executives insurance professionals or others who can introduce him/her to high net worth individuals who have the potential to become these individuals become clients the Advisor is responsible for helping them devise investment programs appropriate to their personal financial must be thoroughly familiar with strategies being employed in each of the investment decisions are made by the firms investment policy groups.
Manage assigned individual relationships with high net worth clients across all products and services focusing on building book of business and retaining assets
- Build and solidify client relationships pre and post retirement through a distinctive experience that leverages the unique value proposition of the Wealth Management Groups business
- Serves as Clients primary point of contact for High Net Worth and affluent clients and institutional key influencers
- EXCELLENT COMPENSATION
Qualifications
- Bachelors degree
- NASD Series 7 and 66 (or combination of 63 and 65 and appropriate State insurance licenses
- Certified Financial Planner (CFP) Chartered Financial Consultant (ChFC) Chartered Mutual Fund Consultant (CMFC) preferred
- Minimum of 5 years 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 clients unique financial situation providing appropriate advice and solutions and exhibiting financial leadership.
- Excellent interpersonal skills and client facetoface relationship building skills as well as a team player
- Experience with client relationship management systems
apply online at
or email
Pamela J. Kortekamp
Lifetime Recruiting Strategies
Developing Relationships that last a Lifetime
Lifetime Recruiting Strategies
Developing Relationships that last a Lifetime
Employment Type
Full Time
Key Skills
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