Financial Advisor

Norman Alex Boston, United States

Posted 1 day ago Permanent Competitive

Financial Advisor

About the job Financial Advisor

We are recruiting for a top tier advisor/team in the greater Boston market.

If you are looking for an opportunity to work in a brokerage environment, with the backing of one of the countriess largest private banks, this could be your new home.

Qualifications:

- A global book of clients from $1500MM - $2BBMM+ in assets.

- Hunters mentality and will work effortlessly to prospect and acquire new clients as well as new assets from new and existing High Net Worth clients focused in the US.

- Responsible for advising on and implementing investment, banking and trust/estate solutions for core clients with assistance from the integrated team (Investor, Capital Advisor and Wealth Advisor).

- Ensure that the proposed solutions maximize the clients needs, goals and objectives.

- The candidate's performance will be measured by objectives using specific financial and client satisfaction objectives.

- Significant experience in Wealth Management working with HNW/UHNW individuals and families

- Proven track record in prospecting, profiling, overcoming objections, negotiation, team selling approach, closing the sale and asking for referrals.

- Enthusiasm, appetite and proven experience in business development and client acquisition and a desire to travel extensively to build out your practice and deepen existing relationships.

- Demonstrated understanding of investments, banking and trust concepts including, but not limited to: asset allocation on structured portfolios, managed portfolios, brokerage accounts, portfolio reviews, deposit and loan solutions, basic trust and estate products and identification of wealth planning opportunities.

- Strong relationship management and team building skills; views team concept as critical to model.