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

Actalent

Mechanical Engineer Job at Actalent

 ...collected there is subject to their terms and privacy notice. Mechanical Engineer- Arlington Heights, IL Job Description As a...  ...Bachelor's Degree in Mechanical Design/CAD. ~1-2 years of experience in the CAD Drafting industry preferred, but entry-level candidates... 

Bestica

Backfill - Travel - Cath Lab Tech (746) - HCA Florida JFK MC - 7:00AM - 7:00PM Job at Bestica

 ...Unit Information: CV Services (74613) Cath Lab/ EP Lab CVT Facility: HCA FLORIDA JFK HOSPITAL Address: 5301 South Congress Avenue Floor: 2 Building: Main Cost Center: 74613 General Information Tell us about the unit(s): Number of Beds: 3 cath rooms and 4 ep rooms Number... 

Tagline Infotech LLP

Python Developer Job at Tagline Infotech LLP

# In-depth knowledge of Python, Django, and its core principles. # Building web applications using Postgres, MySQL, MongoDB, or other...  .... # Look into web and mobile-based applications. # Experience with cloud computing platforms such as AWS, GCP, and others will... 

RR Donnelley

Production Artist Job at RR Donnelley

 ...the integrity of the approved designs and themes. The Production Artist must thrive in a professional, fast-paced environment, juggling...  ...insurance coverages, plus parental leave, adoption assistance, tuition assistance and employer/partner discounts. #LI-LC4... 

Charlotte Tilbury

Regional Pro Artist ME Job at Charlotte Tilbury

 ...About Charlotte Tilbury Beauty _ Founded by British makeup artist and beauty entrepreneur Charlotte Tilbury MBE in 2013, Charlotte...  ...private VIP appointments as directed by the Pro Artist Manager Assist with photoshoots and backstage events when required Commercial...