Job Summary
A commercial banking company has an open position for a Remote Private Wealth Management Advisor.
Core Responsibilities Include:
- Addressing client's needs
- Developing thoughtful marketing strategies
- Leading a team of professionals in serving clients
Position Requirements Include:
- 15 years of sales and relationship management experience
- Extraordinary sales professional with expert sales, client management and client service skills
- Demonstrates technical expertise to consistently explain rationale behind the recommendations
- 10 years of sales and relationship management experience
- Advanced knowledge of investment, estate and tax planning, credit and risk management
- Bachelor's Degree with CFP designation or equivalent
