| Location: |
NC-Charlotte
Southeast (AL, FL, GA, LA, MS, NC, SC & TN) |
| Salary Range: |
Draw plus Competitive Commission |
| Bonus & Incentives: |
|
| Position Responsibilities: |
Exclusive, high-end Wealth Management firm seeks individuals to serve as Financial Advisors selling all types of
Wealth and Financial Planning Management products. Will handle all aspects of Relationship Management targeting
affluent clients. Will service no more than 50 clients, with an average account size of $2MM - $8MM range.
Needing an Ambassador who will bring over a book of business equal to $25MM - $30MM+ with no more
than 25 clients. The Ambassador will handle the marketing as well as client nurturing and advising while
seeking new clients. Prefer a “networking” driven approach instead of cold calls. |
| Education and Certifications/Licenses: |
Bachelors |
| Mandatory Minimum Qualifications: |
2+ years as a Broker, Financial Planner or Wealth Manager. Someone who is comfortable in selling the product and
the company. Experienced in “grassroots”, “networking”, “soft sell” related marketing techniques. 4 year degree a
must. |
| Preferred Qualifications: |
|
| Additional Comments: |
Please, only experienced, currently employed Banking and Financial Services Candidates with a minimum Bachelors
Degree need apply. |
| Benefits: |
Standard benefits package.
|
| Overnight Travel: |
None Listed |
| Relocation Assistance: |
No |
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