FInancial Advisor, Private Wealth Management

(Job Id W329110)
Posted on 3/4/2010
Location:

Miami, FL;


Job Type:

Full Time


Salary: $150000.00 to $275000.00/year
Degree: Bachelor
Job Description
Obtaining new clients and advising existing clients.¾ Will build extensive, trustworthy¾relationships with clients.¾ Also will obtain relationships with third parties for referrals sources.¾ Guide client in making portfolio allocations, planning issues, transfering wealth, and also may asist them in selling a business and giving to charities.¾ There is a training program that the candidate will have. THIS IS NOT A ROLE OF BROKER.¾ Will advise, consult, explaine current spending and future wealth and pros/cons of various investments plans.

10 years of sales experience with stable, successful track record.¾ Can come out of any industry except¾ Industrial.¾ Has to be able to show excellent sales record.¾ Intelligent, well educated (a plus if has MBA) who has built relationships with clients. Sales is the ideal background (should have sales) but have hired CPAs, Lawyers, Consulting Reps and Commercial Real Estate.¾ Somewhere in background there has to be a sale area where they succeeded. Also wants the candidate making close to or above $200K presently.