Estate planner Manhattan needed asap! Job at Lifetime Recruiting Strategies, New York, NY

TjFvNitCNGd3aUFLS3VxeHM1a0pxa3lpT2c9PQ==
  • Lifetime Recruiting Strategies
  • New York, NY

Job Description

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

  • Build and solidify client relationships pre and post retirement through a distinctive experience that leverages the unique value proposition of the Wealth Management Group's business
  • Serves as Clients primary point of contact for High Net Worth and affluent clients and institutional key influencers
  • EXCELLENT COMPENSATION 

Qualifications

 

  • Bachelors degree
  • NASD Series 7 and 66 (or combination of 63 and 65) and appropriate State insurance licenses
  • Certified Financial Planner (CFP), Chartered Financial Consultant (ChFC), Chartered Mutual Fund Consultant (CMFC), preferred
  • Minimum of 5 years of experience in financial sales capacity providing financial planning services to high net worth clients
  • Proven track record in generating sales and managing relationships with high net worth clients, including broad technical skills in retirement products, general investment matters and applicable tax and estate planning issues
  • Demonstrated experience understanding a client's unique financial situation, providing appropriate advice and solutions, and exhibiting financial leadership.
  • Excellent interpersonal skills and client face-to-face relationship building skills as well as a team player
  • Experience with client relationship management systems

 

 

apply online at

or email lifetimers@fuse.net

 

Job Tags

Immediate start, Flexible hours,

Similar Jobs

Marco's Pizza

Pizza Artist Job at Marco's Pizza

 ...PIZZA ARTIST NOW HIRING for Our New Celebration Location! Starting at $14/hr + Tips Growth Fun Team Environment Were opening a brand-new Marcos Pizza in Celebration (6055 W Irlo Bronson Memorial Hwy, Kissimmee, FL)and were building an amazing team to launch... 

Sands Chevrolet Glendale

Lot Attendant/Porter/Valet Job at Sands Chevrolet Glendale

 ...customer vehicles are moved into production efficiently in order to return them back in above average times. Responsibilities:* Park cars* Wash cars* Shuttle customers* Deliver parts* Sweep Customer areas/parking areaQualifications:* Candidate looking to grow... 

GQT Movies

Theater Manager Job at GQT Movies

 ...Theater Manager - Immediate Hiring Are you passionate about managing a theater and creating memorable experiences for audiences? Do you thrive while developing and working alongside a small team? We are looking for a highly skilled and dynamic Theater Manager to join... 

Valley Industrial Trucks, Inc.

Road Service Technician Job at Valley Industrial Trucks, Inc.

 ...in the wealth they help create. Hard work here doesnt just pay off, it builds long-term financial security.Were looking for a Road Service Technician to join our dynamic team. If youre a skilled problem-solver with a passion for hands-on work and customer service... 

The Outreach Team

Community Canvasser Job at The Outreach Team

 ...Community Canvassers and Team Leaders - Fund LA Fire Now Hiring Immediately - $24-26/hr + bonuses Full-time & Part-time Los Angeles is growing, but our city budgets havent kept up with the needs of our Los Angeles Fire Department Firefighters, Paramedics, and...