Financial Advisor – West Palm Beach

We are working with a top wirehouse and seeking an FA on an upward growth trajectory.

Working within the HNW/UHNW domestic business, you will bring a  trailing T-12 of $400K+ and will receive top payout and transfer/deal bonus.

 

–      A domestic book of clients from $40MM- $250MM+ in assets.

–      The Advisor will have a 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.

–      There will also be responsibility for maintaining and further developing a book of existing business.

–      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.

 

Qualifications:

–      Significant experience in Private Banking & Wealth Management working with High Net individuals and families.

–      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.

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