Remote Private Wealth Management Client Advisor in Cleveland

Job ID: Available for Members

Location: Ohio

Compensation: To Be Discussed

Posted: Thursday, May 10, 2018

Job Category: Account Management, Financial, Sales

Telecommute Level: 100% Telecommute

Travel Requirements: No Travel

Weekly Hours: Full Time

Employer Type: Employer

Career Level: Experienced

Education Level: Bachelors

Job Summary

A financial institution needs applicants for an opening for a Remote Private Wealth Management Client Advisor in Cleveland.

Individual must be able to fulfill the following responsibilities:

  • Manage a portfolio of approximately 100-150 clients, with a mix of Core and Reserve clients
  • Coordinate the overall client strategy in close partnership with other professionals on the team
  • Develop recommendations and advice on basic wealth management topics

Qualifications for this position include:

  • 5 years of sales and client management experience in the Wealth Services industry or degree and demonstrated ability to manage portfolio book of $1MM
  • Bachelor's Degree with strong credit knowledge
  • Must have strong deposit/general banking knowledge
  • Must have excellent investment knowledge and excellent knowledge of all Wealth Management products and services
  • Must obtain CFP designation or equivalent within 24 months
  • Excellent oral, written and presentation skills