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Years of Experience
Date Last Verified
ProfilePrivate Client Advisor The candidate will focus on new sales revenue through client acquisition and expansion of existing clients and have responsibility for consulting and coordinating the delivery of solutions for a comprehensive wealth management strategy for individiuals, business owners, and families. Working through the Relationship Manager, assess client's current financial situation and goals and objectives through the financial planning process. Prioritize short term and long term needs of the client. Recommend ideas, suggestions and alternatives utilizing a team of specialists. Implement and deliver specific solutions.Manage and review the relationship on an ongoing basis to ensure that the client's goals and objectives are achieved. Private Client Advisor position will have a direct impact on revenue of MTIG and the growth of the Wealth Advisory business and fee income of the Bank.
Qualification and Experience
The candidate must have Bachelor's Degree, or in lieu of degree, 4-5 years of relevant sales/professional work experience. JD degree, CFP, MBA or similar designations desired. CFP, MBA or similar designations preferred. Must have 5+ years of sales experience in the financial services industry. Should have a proven track record of implementation of wealth management strategies. Must have knowledge of various individual and institutional wealth advisory solutions including: Wealth Solutions: discretionary investment management, trust and estate planning, financial and wealth planning; Brokerage Solutions: mutual funds, UIT's, variable and fixed annuities, individual stocks and bonds and other related brokerage solutions; Insurance Solutions: permanent (variable life, universal life, and whole life) and term insurance, long term care, disability and wealth transfer; FINRA Series 6 or 7 and 66. State Life and Health licenses.