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Top Echelon Network
Financial Advisor Private Wealth Management
Job Location: Denver, CO
Salary: 150000 - 300000
Shift:
Full-Time
Top Echelon Network
Financial Advisor Private Wealth Management
Job Location:
Denver, CO
Job Type:
Full-Time
Job Description:
Our client is a leader with an impeccable reputation in a very exclusive club.
They have $50+ billion under management for a private clientele including some of the nations most prominent families and individuals.
This client is at the pinnacle of the Private Wealth Management space with an impeccable reputation.
They invests in their Financial Advisor and excels at making them winners.
Top performers are making $500K+ with $1mm earners in every office.
The clients 1 producer has been there for 4 years.
Requirements:
10 to 25 years professional experience.
5+ years recent high level, hands on customer facing experience with a proven track record selling and managing sophisticated clients and products.
Driven to win, ambitious, self-motivated, and highly entrepreneurial.
Likeable, gregarious, charismatic and good at relating to different types of people.
Must haves:
Highly ethical, engendering trust and confidence.
On the upswing of their career.
Have an understanding of investments and capital markets. - Investing for Dummies or better.
A methodical and consistent career history demonstrating performance, growth, and the ability to stick with something, NO job hoppers.
Excels in both business development with a high level of activity and relationship management.
Articulate and able to explain with confidence products, services and concepts in ways appropriate to the audience.
College degree.
Plusses:
MBA, CPA, JD or other professional degree, strong financial background, military experience, NASD license, competitive sports, community/social involvement, assertive but not aggressive.
Experience:
10-20 years of experience
Helpful Skills:
Fixed Assets; Certified Public Accountant; Financials; Investing; Juris Doctorate; Masters of Business Administr; Medical Sales; Pharmaceuticals; Service; Wealth
Compensation/Benefits:
Salary: 150000 - 300000
Top Echelon Network
Click Here to Apply
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