| Location: |
MD-Other
Mid-Atlantic (DE, DC, MD, NJ, NY, PA, VA & WV) |
| Salary Range: |
60,000 - 100,000 |
| Total Compensation: |
100,000 - 125,000 |
| Job Description: |
• Increase the amount of assets under management through sales, community activity, personal contacts and bank customers. • Manage and advise client relationships using the highest levels of customer service. • Develop new business by participating on customer calls with bank executives and commercial lenders. • Manage the existing book of business and expand those relationships. |
| Education and Certifications/Licenses: |
None, None, None |
| Mandatory Minimum Qualifications: |
• Experience of developing and managing a book of investment advisory accounts. • Experience and professional contacts in the Southern Maryland, St Mary’s, Calvert and Charles Counties. • Able to bring a book of investment advisory clients consisting of high net worth individuals and/or institutional clients with investable assets over $1 million. • Proper investment licenses and good U-4. • Communication skills to relate professionally to groups, clients and colleagues alike. |
| Preferred Qualifications: |
• CFP or CFA would be a plus but not required. |
| Benefits: |
full benefits including Employee Stock Option Plan
|
| Overnight Travel: |
No Required Travel |
| Relocation Assistance: |
No |
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