| Type: | Full Time |
|---|
Work with a team of Private Wealth Advisors and their associates to design and implement the team's approach to wealth management
Manage aspects of client relationships from investment selection, to performance analysis, to standard account maintenance
May assist the team in monitoring the team's performance against its growth and expense objectives and recommend corrective action when team performance is under goal
Coordinate the day-to-day work of Client Associates on the team
Qualifications:
Minimum of five years experience in financial services is generally required
Series 7, Series 63 or 66 licenses required
Comprehensive knowledge of financial planning and wealth management, evidenced by prior attainment of CFP or CFM designation is desirable
For details, please find job posting:
www.investmentbankcareer.com/company.php
Manage aspects of client relationships from investment selection, to performance analysis, to standard account maintenance
May assist the team in monitoring the team's performance against its growth and expense objectives and recommend corrective action when team performance is under goal
Coordinate the day-to-day work of Client Associates on the team
Qualifications:
Minimum of five years experience in financial services is generally required
Series 7, Series 63 or 66 licenses required
Comprehensive knowledge of financial planning and wealth management, evidenced by prior attainment of CFP or CFM designation is desirable
For details, please find job posting:
www.investmentbankcareer.com/company.php
