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.