We are looking for highly flexible individuals who excel in both business development and relationship management. This position requires an exceptionally motivated passionate individual who is driven to be successful. The successful candidate will be accustomed to a high level of daily sales activity…selective 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 clients. Once these individuals become clients, the Advisor is responsible for helping them devise investment programs appropriate to their personal financial situation. He/she must be thoroughly familiar with strategies being employed in each of the portfolios. Actual investment decisions are made by the firm’s 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
Qualifications
apply online at
or email lifetimers@fuse.net
...early-career professionals with a background in Accounting or Business who are interested in developing their career in a fast-paced,... ...and attention to detail Compensation & Benefits Competitive entry-level salary Health insurance and paid time off Opportunities...
...shift will include Saturday and/or Sunday as required. ~ The Depot is open from 8am to 9pm with shifts running in that timeframe (subject... ...Technological innovations are pushing the boundaries of home-based healthcare. A new business within Cardinal Health, Velocare...
A leading healthcare organization is seeking an Entry-Level Behavior Technician in Brooklyn, NY. This role provides an opportunity to make a meaningful impact on the lives of children with Autism, offering competitive pay and flexible hours. No prior experience is required...
...Join our team as a Grounds Maintenance Technician, where you'll play a vital role in maintaining and enhancing the beauty and functionality of our outdoor spaces. Our company is committed to providing top-notch service and creating inviting environments for our clients...
...with non-medical care needs including normal aging challenges and hospital recovery* Provide transportation to appointments, grocery... ...Must be on the California State Registry (or willing to sign up) - HCA* Willingness to learn new skills to better the lives of our clients...