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