Job 5329: Private Client Advisor

Location City: Los Angeles, Other major California Cities Location State: CA Base Salary: 100K + D.O.E. Bonus & Incentives: Paid based on their book of business Position Responsibilities: Work with high net worth clients - above $1 mil net investible assets; lead with consultative planning approach; delegate implementation responsibility to appropriate specialist, responsible for post-client relationship

Location City:

Location State: CA

Base Salary: 100K + D.O.E.

Bonus & Incentives: Paid based on their book of business

Position Responsibilities: Work with high net worth clients - above $1 mil net investible assets; lead with consultative planning approach; delegate implementation responsibility to appropriate specialist, responsible for post-client relationship plan; has business plan in place & updates quarterly; use planning based approach - not transactional approach;. generates own leads and manages own clients. Compensated based on revenue controlled.

Education and Certifications/Licenses: Bachelors, Series 7,63, 65 preferred

Mandatory Minimum Qualifications: Experienced Private Banker; team builder; excellent communication skills;

Preferred Qualifications: CFP, CFA or MBA

Benefits: Std.

Overnight Travel: Limited

Relocation Assistance: No

Special Note: Please respect our recruiting members' time by only replying to positions where your experience meets the qualifications specified. Due to the large volume of responses we receive we regret we are unable to respond to every applicant.

To apply for this Job: please send your resume to <[email protected]> and reference the job number.

TAGS: News Archive
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