Financial Advisor/Wealth Manager

Our client is one of the top lending institutions in the USA. Over the past 8 years, we have assisted this client in the hiring of 250+ experienced Financial Advisors to their platform. Here are a few highlights:

The average investment revenue of our placed candidates over the past 8 years is greater than $450K.
Our 3 year retention of placed candidates with our client is 95%+.

GENERAL FUNCTION:

Accountable for overall production, coaching, training, and developing a team of licensed retail bankers. May handle large book of clients with more complex financial profiles. Accountable for sales of full range of securities products and achieve targeted securities fee income goals within assigned territory. Design and customize coaching sessions to train bankers on investment strategies and product solutions. Conduct solo and joint appointments with bankers and assist themin efficiently identifying potential clients and providing solutions that align wi...