| Location: |
Mid-Atlantic (DE, DC, MD, NJ, NY, PA, VA & WV) |
| Salary Range: |
$80,000 to $85,000 DOE plus incentive |
| Bonus & Incentives: |
Eligible for incentive fees for planning services sold |
| Position Responsibilities: |
Join the number one wealth management team in a top twenty-five bank! The team consists of a sales/relationship manager, a trust specialist, and a planning specialist. The focus of this position is financial planning, not bringing in new customers. The Planning Specialist will be called in to present the planning concept to existing customers. If it is a product the client is interested in, the financial planner is then charged with creating a financial plan for that client. There is opportunity and compensation for new business but the focus is financial planning. |
| Education and Certifications/Licenses: |
Bachelors, Must have CFP |
| Mandatory Minimum Qualifications: |
Qualified candidates will have financial planning experience and their CFP. They must have experience presenting the financial planning concept and financial plans to clients. Must have experience working with high net worth clients. |
| Preferred Qualifications: |
|
| Additional Comments: |
This team has been rated the number one wealth management team in the company. It is due to the team as a whole - no prima donnas here. |
| Benefits: |
Better than most
|
| Overnight Travel: |
Limited |
| Relocation Assistance: |
Yes |
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