Hello,
If you are looking for a Business related Job ? Then, This is the place where you can find All sources of Job opportunities with detailed information.
| Job Category : | Business |
| Company Name: | Private Client of Claire Myers Consulting |
| Position Name: | Private Wealth Advisor – Boston, MA |
| Location : | Boston, MA |
| Job Description : | Our client, a well established Wealth Management firm is seeking a motivated, driven individual to serve as a Sr. Lead Advisor for existing clients. To be successful in this role, you must possess excellent interpersonal communication skills, self-initiated follow-through, and strong organizational skills. In return, you will find this position offers flexibility, a team atmosphere, and opportunities for knowledge-based growth.Responsibilities: Serves as primary client-facing point of contact on behalf of firmFocuses on complete client care and delivering on promises made to clientDirectly responsible for client satisfaction with firm and retention of client accountsManages and supervises formulation and implementation of risk and investment strategies consistent with comprehensive financial plan prepared for each client individuallyIncrease assets under management from assigned client baseDevelop new revenue opportunities to service existing clients more effectivelyConnect with and develop relationships with existing client’s next generationBuild Loyal Client Advocates and producing new clients through those relationshipsPublicly represents the firm’s strategic brandParticipates in and contributes to firm leadershipMaintains familiarity with industry and economic trendsMaintains knowledge of and shows ability to apply compliance standardsWorks collegially and productively with clients, peers and other team membersRequirements: Minimum of 4 years of sales & financial services experienceHistory of clean compliance recordExcellent communication and problem-solving skillsSecurities (6 & 63) and life & health insurance licensesAbility to work with a close-knit teamPreferred: Existing client base that can be merged with current businessCFP® designationSeries 65 and 7 licensesCompensation: $80-110k base salary with overall compensation $150k + (unlimited potential)Location: Woburn, MAJob Type: Full-timePay: $80,000.00 – $110,000.00 per yearSchedule:Monday to FridayWork Location: One location |
Hope, the above sources help you with the information related to Business Job. If not, reach through the comment section.