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Carrot Peelers, Sales, Personality and Your Job Search
In-House
Attorney
Trusts and Estates
Min 5 yrs required
Wealth Manager Development Program The candidate will create and execute business development strategies to attract and acquire new clients. Analyze clients’ financial needs, goals, sensitivity to risk and investment horizon. Evaluate portfolio performance reports, in conjunction with Wealth Management research and external parties, to educate and provide advice to clients. Analyze and interpret portfolio performance reviews and make recommendations for potential change. Partner with other team members to create marketing plans and track prospecting activities. Perform business analytics as needed to support team and business growth.
Qualification and Experience
The candidate should have a bachelor's degree. Should have an entrepreneurial mindset. Should have a proven track record of professional success. 5+ years of work experience, preferred. Further professional qualifications MBA, CFA, JD, CPA, CFP®, preferred. Active series 7 and 66 licenses, preferred.
Job Reference- 187207BR
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