Financial Advisor

We are recruiting for a top tier advisor/team in the greater Boston market. If you are looking for an opportunity to work in a brokerage environment, with the backing of one of the countriess largest private banks, this could be your new home. Qualifications: - A global book of clients from $1500MM - $2BBMM+ in assets. - Hunters mentality and will work effortlessly to prospect and acquire new clients as well as new assets from new and existing High Net Worth clients focused in the US. - Responsible for advising on and implementing investment, banking and trust/estate solutions for core clients with assistance from the integrated team (Investor, Capital Advisor and Wealth Advisor). - Ensure that the proposed solutions maximize the clients needs, goals and objectives. - The candidate's performance will be measured by objectives using specific financial and client satisfaction objectives. - Significant experience in Wealth Management working with HNW/UHNW individuals and families - Proven track record in prospecting, profiling, overcoming objections, negotiation, team selling approach, closing the sale and asking for referrals. - Enthusiasm, appetite and proven experience in business development and client acquisition and a desire to travel extensively to build out your practice and deepen existing relationships. - Demonstrated understanding of investments, banking and trust concepts including, but not limited to: asset allocation on structured portfolios, managed portfolios, brokerage accounts, portfolio reviews, deposit and loan solutions, basic trust and estate products and identification of wealth planning opportunities. - Strong relationship management and team building skills; views team concept as critical to model. Full lending, credit, mortgage and all private bank offerings for your clients - don't lose the revenue Best deal bonus, grid pay-out, platform and work culture in the market Referrals from the private bank Call me today to discuss today's market and other opportunities: Michael Hubbard @ 305/684-7814 or email me at: mhubbard@normanalex.com

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