Job Details |
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| Wealth Advisor | |
| Job ID: | 000049RG |
| Catergory: | Accounting |
| Location: | CA Santa Barbara |
| Hours: | 40 Monday to Friday 800am to 500pm |
| Pay: | DEPENDS ON EXP |
| WEALTH ADVISOR | |
| Job Description The ideal candidate will be responsible for effectively attaining and managing new client relationships, sourced both organically and non-organically through relationships with custodial partners. This particular individual would work directly in conjunction with the Managing Director and paly an integral role in growing our private client business focused on servicing sophisticated high net worth individuals and their families. Specific responsibilities include, but are not limited to Developing new client relationships through contacts and networkingDeveloping business through retail custodial branchesServicing and advising clients relative to their wealth management and investment needsRepresenting the firm in a positive and professional manner | |
| Skills Required 4 year college degree. Proficient in Excel, Powerpoint and Outlook. Must have 3 -10 years experience with a proven track record of developing relationships with private client investors. | |
| Skills Preferred Bachelors Degree in Finance, Business or Economics. Has CFP, CFA, Series 65 andor Series 7 certificates. Ability to multi-task in a timely manner. Strong interpersonal skills. Able to work as a team, as well as independently. | |