| Location: |
MA-Springfield
Northeast (CT, ME, MA, NH, RI & VT) |
| Salary Range: |
$70,000 - $75,000 DOE plus incentive - bonus earnings |
| Bonus & Incentives: |
Sales incentive has no cap and is tied directly to results. Details forthcoming. Also eligible for annual company performance bonus. |
| Position Responsibilities: |
Subsidiary of multibillion dollar regional financial powerhouse seeks wealth management advisor to drive business growth. As an advisor strategically positioned within the market, will: 1) Call on prospective and existing clients to develop new business relationships and expand current ones by offering financial solutions that utilize wealth management, brokerage, insurance, loan, and deposit products and services; 2) Increase market awareness by networking with internal and external centers of influence; 3) Proactively address client needs by remaining aware of their desires, industry trends and competitor products and services; 4) Ensure new business conforms to credit quality, yield and portfolio mix standards, company policies and risk tolerances, and 5) Coordinate customer service and referrals to ensure a consistently excellent client experience.
|
| Education and Certifications/Licenses: |
Bachelors, 6, 7, 63, 66, or some combination |
| Mandatory Minimum Qualifications: |
1) Bachelor’s Degree or equivalent proficiency;
2) Strong business development and communication skills;
3) Solid wealth management sales track record;
4) People management skills;
5) 5 - 10+ years experience in wealth management or comparable field;
6) Series 6, 7, 63, and insurance licenses;
7) Flexibility to travel and availability of personal transportation. |
| Preferred Qualifications: |
Knowledge of investment, financial planning and/or CFP designation helpful. |
| Additional Comments: |
Position reports to EVP of Wealth Management Division, a dynamic and effective leader. In 2007 division increased revenue 25% and sales increased 40%. |
| Benefits: |
Comprehensive benefits plan incls: healthcare, dental, vision, Life, Disability and Long Term Care insurances, plus 401k, Flex Spending Accounts, Tuition Reimbursement, etc.
|
| Overnight Travel: |
No Required Travel |
| Relocation Assistance: |
Other, Seeking local area candidates. |
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