Job 5990: High Net Worth Client Advisor

Location City: Traverse City Location State: MI Base Salary: $80K Base + Competitive Incentive Position Responsibilities: Major Midwestern Bank seeks sharp individual to serve as Financial Advisor to affluent clients with greater than $3MM in net worth. Will sell all types of Wealth Management and Trust products and serve as their Relationship Manager, bringing in other experts as needed to provide

Location City: Traverse City

Location State:
MI

Base Salary:
$80K Base + Competitive Incentive

Position Responsibilities: Major Midwestern Bank seeks sharp individual to serve as Financial Advisor to affluent clients with greater than $3MM in net worth. Will sell all types of Wealth Management and Trust products and serve as their Relationship Manager, bringing in other experts as needed to provide a broad range of affluent services to meet the clientís Wealth Management Investment and Financial Planning needs.

Education and Certifications/Licenses:
Bachelors

Mandatory Minimum Qualifications:
5+ years experience in Trust and Wealth Management Sales. Expert Client Management and Relationship Management skills required. 4 year degree required.

Preferred Qualifications:
MBA, CFA, and CFP are a plus.

Additional Comments:
Please, only experienced, currently employed Banking and Financial Services Candidates with a minimum Bachelors Degree need apply.

Benefits:
Standard benefits package.

Overnight Travel:
None Listed

Relocation Assistance:
Yes

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

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