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Job #: 8985 - Financial Advisor - Wealth Manager

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JOB DESCRIPTION
Job #: 8985
Status: Inactive / Filled
Title: Financial Advisor - Wealth Manager
Job Location: Connecticut
Northeast (CT, ME, MA, NH, RI & VT)
Job Categories: Investments/Securities (INSEC); WealthMgmt~Asset/Invest. Mgmt. (WMA)
Industries: None
Base Compensation:
Low: $70,000       High: $70,000
Total Compensation:
Low: $175,000       High: $175,000
Bonus, Incentives, etc.: Commission, bonus, transition incentive and aquired trails.
Benefits: Full
Overnight Travel: No Required Travel
Is Employer Willing to Relocate?: No
Employment Type: Full Time / Direct Hire
 
Why is This a Great Opportunity?
All locations come with existing transferable assets and books of business.
 
Job Description:
Financial Advisor & Wealth Manager – Investment Advisory Experience, Financial Planning Experience & a Consultative Sales Approach as a must: New opportunity to work with existing “QUALIFIED and Confirmed” HNW Financial Institution Customers! All accounts have been verified and fit a profile of 200k to 3 million in Investable assets. All accounts have been contacted and are currently doing business in some fashion with our client company. Position Includes: Networking opportunities within the Trust & Small Business Group. Referrals provided by existing relationship managers. Expected First Income in the High Six Figures Existing accounts transferred to advisor First year salary plus commissions or combination transition package & salary Flat guaranteed commission payout Deferred Compensation Plan in addition to salary & commissions. Transition Package for the qualified experienced advisor The position requires experience as a Wealth Manager - Financial Advisor. Prefer Financial Planning & Consultative Sales Experience along experience in dealing with High Net Investors. A track record of demonstrated sales success and past production must be quantifiable –have achieved a current level of success based on length of service. Candidates Must Have a Series 7, 63 & 65 along with Variable Life & Annuity and LAH licenses. This position includes an initial salary, transition package, commissions along with full trails, & outstanding benefits package including an employer match 401k and company sponsored pension plan and deferred stock program. All candidates with the proper licenses and sales experience will be responded to within 48 hours.
 
QUALIFICATIONS
Mandatory Minimum Qualifications - Must Have: $200,000 in Gross Commissions
 
Preferred Qualifications: 300k to 500k
 
Education: None
 
Certifications: None
 
Licenses: FINRA Registered Rep - Series 7 - Stock Broker
 
Total Years of Experience: 5-6
 
Years of Experience in Present Position: 3-4
 
First Name:
Last Name:
E-mail Address:

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