Key skills
Sales
About this role
Role Overview
- Advising families on building, preserving and managing their wealth
- Generating business results and acquire new assets
- Advising clients on overall balance sheet including asset allocation and wealth planning
- Managing client relationships and delivering exceptional client experience
Requirements
- Six plus years of work experience in Private Banking or Financial Services
- Bachelor’s Degree required; MBA, or CFP preferred
- Series 65 or it's equivalent (i.e. CFA)
- MANDATORY!
- Proven sales success and strong business acumen
- Established book of business with a strong community presence
- Full professional fluency in Spanish
Benefits
- Competitive salary
- Generous employee benefits package
- Discretionary bonus