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

Department of General Services

Project Coordinator Job at Department of General Services

 ...founded upon ethics,integrity, and stewardship. A positive work environment that is open to change andinvites its...  ...in Customer Development & Marketing, the position acts as a Project Coordinator, performing the full journey level of responsibility for implementing... 

Bloomfield Wax and Skin Care Center

Weave Stylist/Braider/Natural Stylist Job at Bloomfield Wax and Skin Care Center

About the Job: Ultimate Visions Hair Salon is a fun, upbeat, motivating, and team-focused salon. Ultimate Visions Hair Salon is looking for an ambitious Weave Specialist, braiders, and natural Stylist. Work in a fast-paced salon with talented hairstylists. Responsibilities...

Creative Circle

Motion Graphics Designer (Tradeshow) Job at Creative Circle

 ...Our client in the manufacturing space is looking for a Motion Graphics Designer for a quick freelance project. High-level details: - Timeline: final delivery by January 23rd, 2026 (tradeshow is the week of January 26th) - Assets provided: copy, logos, stock images and... 

Extell Development Company

Chief Engineer Job at Extell Development Company

 ...sauna, and plunge pool create the ultimate alpine retreat. Cozy yet dynamic, its mountain luxury reimagined. Overview The Chief Engineer will lead, manage, and execute all engineering and maintenance operations for the Canopy by Hilton at Deer Valley. This... 

System One

Red Cyber Operator Job at System One

 ...Job Title: Red Cyber Operator Location: Ft. Belvoir/ Lorton, VA - Onsite Role Type: Contract to Hire Clearance Required : Top Secret Opportunity Overview: This role offers the opportunity to support a mission-critical cyber red team, conducting offensive...