Senior Financial AdvisorWe are recruiting for a top tier advisor/team in the greater NYC market. If you are looking for an opportunity to work in a brokerage environment, with the backing of one of the country’s largest private banks, this could be your new home.Qualifications:A global book of clients from $100MM - $2BBMM+ in assets.Hunters mentality and will work effortlessly to prospect and acquire new clients as well as new assets from new and existing High Net Worth clients focused in the US.Responsible for advising on and implementing investment, banking and trust/estate solutions for core clients with assistance from the integrated team (Investor, Capital Advisor and Wealth Advisor).Ensure that the proposed solutions maximize the clients’ needs, goals and objectives.The candidate's performance will be measured by objectives using specific financial and client satisfaction objectives.Qualifications:Significant experience in Wealth Management working with HNW/UHNW individuals and familiesProven track record in prospecting, profiling, overcoming objections, negotiation, team selling approach, closing the sale and asking for referrals.Enthusiasm, appetite and proven experience in business development and client acquisition and a desire to travel extensively to build out your practice and deepen existing relationships.Demonstrated understanding of investments, banking and trust concepts including, but not limited to: asset allocation on structured portfolios, managed portfolios, brokerage accounts, portfolio reviews, deposit and loan solutions, basic trust and estate products and identification of wealth planning opportunities.Strong relationship management and team building skills; views team concept as critical to model.
Senior Financial Advisor in new york at Unknown Company
This position is listed as full time and onsite.