Executive Job Description | Wealth Management Advisor - (US-WI-Milwaukee)
Compensation: $100K - $110K / Year
Minimum Education: Bachelors
Job Type: Full Time
Jobcode: TJKJA40
Performance-based bonuses are HIGH; role is career-tracked.
Series 7 & 63 and Insurance Licenses Required.
These individuals will go through a 6-week training program.
WMAdvisors are managing assigned individual relationships with high net worth clients. However, they should show the ability to build a book of clients (down the road), put together a detailed financial plan, draw a pie chart depicting how they have invested for their clients, etc.
Performance-based bonuses are paid each February for the preceding year. Stellar performers, rated 5 on a 5-point scale can earn 100% bonuses. There are Level 2 and 3 Advisors who earn over $300K.
They do want people who are collegial team players and who like to work in a very structured environment.
These individuals should have managed AUM (assets under management) of at least $25 million and at least 150 people. Their definition of High Net Worth individuals is a minimum of $500K per individual but many of their competitors have different minimums.
· Manage assigned individual relationships with high net worth clients across all products and services focusing on building book of business and retaining assets
· Build and solidify client relationships pre and post retirement through a distinctive experience that leverages the unique value proposition of the Wealth Management Group's business
· Serves as The Organization’s primary point of contact for High Net Worth and affluent clients and institutional key influencers
Qualifications
· Bachelors degree
· NASD Series 7 and 66 (or combination of 63 and 65) and appropriate State insurance licenses
· Certified Financial Planner (CFP), Chartered Financial Consultant (ChFC), Chartered Mutual Fund Consultant (CMFC), preferred
· Minimum of 5 years of experience in financial sales capacity providing financial planning services to high net worth clients
· Proven track record in generating sales and managing relationships with high net worth clients, including broad technical skills in retirement products, general investment matters and applicable tax and estate planning issues
· Demonstrated experience understanding a client's unique financial situation, providing appropriate advice and solutions, and exhibiting financial leadership.
· Excellent interpersonal skills and client face-to-face relationship building skills as well as a team player
· Experience with client relationship management (CRM) systems is a plus
Email resume in Word to TheBigGameHunter@cisny.com. Please include the job code for the position with your resume.
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