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
...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...
...Role: React JS Developer Location: Onsite - Irving, TX / Minneapolis, MN / Charlotte, NC Overview: We are looking for an experienced React JS Developer to build and maintain high-quality web applications. The ideal candidate will have strong expertise in...
...Looking for an Armed Security Officer who is available to work sites in Yuba City and surrounding areas. Job Details: Must have transportation and a BSIS Security Guard License. The uniform is black pants, a security shirt which we will provide, a black belt,...
...opening experts, not simply a construction material supplier. Our family owned and operated company is currently seeking an Assistant Project Manager to join our Nashville, TN. team! The Project Management Team is the backbone of our growing business. This position...
...Requirements Requires a bachelor's degree in area of specialty and at least 4 years of experience in IT/Data/Cloud area. Process Improvement, excellent written and verbal communication. Self-starter with an executive presence and able to meet and talk with...