Remote Private Wealth Management Advisor

Job ID: Available for Members

Location: Ohio

Compensation: To Be Discussed

Posted: Thursday, May 10, 2018

Job Category: Consulting, Financial

Telecommute Level: 100% Telecommute

Travel Requirements: No Travel

Weekly Hours: Full Time

Employment Status: Permanent

Employer Type: Employer

Career Level: Experienced

Education Level: Some College

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