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Private Investment Counselor, Planner
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Executive Job Title | Private Investment Counselor, Planner |
Type of Registrant | Recruiter |
Location | Connecticut |
Industry & Function 1: | Financial-Banks-Investment&VentureCapital - INVESTMENT-Chief-Officer-Analyst-Trader-Broker |
Compensation | $150,000 to $300,000 |
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Executive Job Description | Job Responsibilities: Can live anywhere in CT. Obtain new clients and advise existing
clients. Will build extensive trustworthy relationships with clients. Also will obtain
relationships with third parties for referral sources. Guide clients in making portfolio
allocations, planning issues, transfering wealth. Assist in selling a business and in giving
to charities. There is a training program for each person hired. This is not a role of
stock/bonds trader/broker. Will advise, consult, explain current spending and future
wealth and the pros/cons of various investment plans.
Experience required: 10 years of sales experience with a stable, successful track record.
Can come out of any industry except Industrial. Has to be able to show excellent sales
record. Proven with an MBA a plus. Must have built relationships with clients. Sales is
the ideal background (should have sales), but have hired CPA's, Lawyers, Consultants,
and Commercial Real Estate sales reps. Somewhere in the background there has to
be a sales area where you have succeeded. |
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