FINANCIAL ADVISOR – Boston, Massachusetts – NY

Top producing FA’s – Top tier private bank is rolling out their brokerage platform for international and domestic business.

– A domestic or global book of clients from $100MM – $2BBMM+ in assets.
– Hunter’s mentality and will work effortlessly to prospect and acquire new clients as well as new assets from new and existing High Net Worth clients focused in the US.
– Responsible for advising on and implementing investment, banking and trust/estate solutions for core clients with assistance from the integrated team (Investor, Capital Advisor and Wealth Advisor).
– Ensure that the proposed solutions maximize the clients’ needs, goals and objectives.
– The candidate’s performance will be measured by objectives using specific financial and client satisfaction objectives.

– Significant experience in Private Banking & Wealth Management working with High Net individuals and families in the US.
– Proven track record in prospecting, profiling, overcoming objections, negotiation, team selling approach, closing the sale and asking for referrals.
– Enthusiasm, appetite and proven experience in business development and client acquisition and a desire to travel extensively to build out your practice and deepen existing relationships.
– Demonstrated understanding of investments, banking and trust concepts including, but not limited to: asset allocation on structured portfolios, managed portfolios, brokerage accounts, portfolio reviews, deposit and loan solutions, basic trust and estate products and identification of wealth planning opportunities.
– Strong relationship management and team building skills; views team concept as critical to model.

** Full lending, credit, mortgage and all private bank offerings for your clients. Don’t lose the revenue!

*** Best deal bonus, grid pay-out, technology, platform and work culture in the state***

Contact Michael Hubbard to discuss today’s market and opportunities:  305/684-7814,


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