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

Catch Vibe Voice

Marketing Assistant Job at Catch Vibe Voice

 ...careers while making a meaningful impact every day. Job Description We are seeking a motivated and detail-oriented Marketing Assistant to support our marketing team in executing campaigns, managing projects, and contributing to the overall growth of our brand.... 

Headhunter Insider

Process/Chemical Engineer Job at Headhunter Insider

Join a high-performing California law firm where IP work isnt just about filing its about strategy, growth, and creating competitive advantage for clients. Were seeking a creative and business-minded attorney ready to make an impact. Why Youll Love This Role: ...

University of Tennessee

Assistant Director of Strategic Communications Tennessee Athletics UTK Job at University of Tennessee

 ...concerning the University of Tennessee Athletics programs and communicates information to...  ...allows. Other duties as assigned such as assisting colleagues at other sports competition...  ...Health and Well-Being The Power of Vol Nation Required Experience: Director... 

Soil Testing, Inc

Heavy Equipment Operator Job at Soil Testing, Inc

 ...In addition to operating an Excavator, Skid Steer, and Backhoe: We are looking for an individual...  ...in learning to operate drilling equipment for test boring investigations along with...  ...~5 or more years experience operating heavy equipment. ~ Not afraid to learn, get... 

Experis/Manpower Group

Lab Research Technician Job at Experis/Manpower Group

Our client, a leading organization in the research and development sector, is seeking a LAB Research Chemist/Physicist/Engineer II to join their team. As a LAB Research Chemist/Physicist/Engineer II, you will be part of the R&D department supporting innovative product...