Lifetime Recruiting Strategies
Advanced Financial Planner Needed! ASAP!
In one of the elite financial advisory firms. The candidate will work with seminar invites, help new reps when they are hired, and schedule meetings for the Managing Partner. Will target market business owners, consultants, attorneys, CPAs, commercial real estate, hedge funds, private equity, and more. Training in advanced markets and complex issues. Responsibilities include: Developing new prospects and client relationships. Developing comprehensive financial plans for clients from start to finish (individual as well as small business clients). Developing and implementing detailed financial plans for clients, including investment policy statements, quarterly performance reporting, monthly account statements, asset allocation modeling, manager and security selection and monitoring, and risk management. Our client has been very successful, largely due to their commitment to operational excellence. They have leading technology, processes, and client servicing capabilities, along with a very flexible platform to meet the needs of a diverse clientele. Minimum Requirements:
Bachelor's degree. NASD Series 7 and 66 (or combination of 63 and 65) and appropriate State insurance licenses. Working towards Certified Financial Planner (CFP), Chartered Financial Consultant (ChFC), Chartered Mutual Fund Consultant (CMFC), preferred. Minimum of 2 years of experience in a financial sales capacity providing financial planning services to high net worth clients. Proven track record in generating sales and managing relationships with high net worth clients, including broad technical skills in retirement products, general investment matters, and applicable tax and estate planning issues. Demonstrated experience understanding a client's unique financial situation, providing appropriate advice and solutions, and exhibiting financial leadership. Excellent interpersonal skills and client face-to-face relationship building skills, as well as being a team player. Experience with client relationship management systems. Apply online at
www.lifetimerecruiting.com
or email us at
recruiterchic@gmail.com .
#J-18808-Ljbffr
In one of the elite financial advisory firms. The candidate will work with seminar invites, help new reps when they are hired, and schedule meetings for the Managing Partner. Will target market business owners, consultants, attorneys, CPAs, commercial real estate, hedge funds, private equity, and more. Training in advanced markets and complex issues. Responsibilities include: Developing new prospects and client relationships. Developing comprehensive financial plans for clients from start to finish (individual as well as small business clients). Developing and implementing detailed financial plans for clients, including investment policy statements, quarterly performance reporting, monthly account statements, asset allocation modeling, manager and security selection and monitoring, and risk management. Our client has been very successful, largely due to their commitment to operational excellence. They have leading technology, processes, and client servicing capabilities, along with a very flexible platform to meet the needs of a diverse clientele. Minimum Requirements:
Bachelor's degree. NASD Series 7 and 66 (or combination of 63 and 65) and appropriate State insurance licenses. Working towards Certified Financial Planner (CFP), Chartered Financial Consultant (ChFC), Chartered Mutual Fund Consultant (CMFC), preferred. Minimum of 2 years of experience in a financial sales capacity providing financial planning services to high net worth clients. Proven track record in generating sales and managing relationships with high net worth clients, including broad technical skills in retirement products, general investment matters, and applicable tax and estate planning issues. Demonstrated experience understanding a client's unique financial situation, providing appropriate advice and solutions, and exhibiting financial leadership. Excellent interpersonal skills and client face-to-face relationship building skills, as well as being a team player. Experience with client relationship management systems. Apply online at
www.lifetimerecruiting.com
or email us at
recruiterchic@gmail.com .
#J-18808-Ljbffr