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Private Client Finance Advisor
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Private Client Finan....
drjobs Private Client Finance Advisor العربية

Private Client Finance Advisor

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1 Vacancy
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Jobs by Experience

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5years

Job Location

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Edison - USA

Monthly Salary

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Not Disclosed

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Salary Not Disclosed

Vacancy

1 Vacancy

Job Description

Req ID : 2815243
A National Toptier bank seeks Financial Advisors to join their Wealth Management Team in

Yardely/Trenton

Mercerville NJ

Edison NJ

Elizabeth NJ

The FA will be given a book of business and a 125K guaranteed salary for 4 years. This is plenty of time to build a book of business to earn significantly more.

Requirements

Must have:

Series 7 and 66 (65 and 63) Life Accident & Health licenses
CFP or CRC preferred
Bachelors degree or equivalent work experience
5 years industry experience


Benefits

standard benefits
unlimited earnings potential

Qualifications: Bachelor s or master s degree in Business or related field and CFA certification preferred Minimum of ten years experience in financial services industry with direct client responsibility Must have a strong working knowledge of investment consulting and high net worth wealth planning techniques Proven track record of consistent business development Must have a professional demeanor with the utmost respect for confidential matters Must be able to work independently and in a team environment Must have excellent written and verbal communication skills with strong interpersonal skills Must be detail oriented with excellent organizational skills Must have ability to multi-task Must have ability to work in a high stress, fast paced environment Must have strong work ethic with a positive attitude Working Conditions: Travel as business needs necessitate approximately 50% Moderate periods of sitting utilizing a computer

Employment Type

Full Time

Company Industry

Banking / Financial Services / Broking

About Company

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