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Senior Wealth Management Advisor

Location
Baltimore, Maryland
Job Type
Permanent
Posted
8 Sep 2022

This person will be inheriting a book of business by working with existing HNW clients and assisting them with their investment management and retirement planning needs. With a history of integrity and always putting the client first, this person will play a pivotal role in the firm's continued growth and excellent reputation.

It is highly desirable that this person also has a proven track record of exceeding clients' needs by successfully identifying value-added products and services that can meet each client's goals and objectives. This individual will be delivering a distinctive client experience by being a consultative and trusted advisor for their clients.

Some other requirements of the role include (but are not limited to):

  • Prior experience assisting clients with retirement products and solutions
  • Ability to execute and present complex investment solutions to clients
  • At least 6+ years of experience working in Private Wealth Management and managing a book of business
  • Expert in doing financial planning/retirement planning for HNW private clients
  • Desire to work in a team-oriented environment
  • Ability to develop additional business through referrals and a COI network

Additional qualifications:

  • CFP Preferred
  • Series 7
  • Series 65
  • Life/Health Insurance
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Details

  • Job Reference: 707266925-2
  • Date Posted: 8 September 2022
  • Recruiter: Selby Jennings Buyside
  • Location: Baltimore, Maryland
  • Salary: On Application
  • Sector: Banking & Financial Services
  • Job Type: Permanent