Back to results: high school academic advisor / north carolina, US
Posted on: 10 Mar 2024
Job Location: Saint Helena, US
Job Description:
Overview: The Private Client Business Development role is an ideal opportunity for a highly motivated professional with a passion for creating new business and converting opportunities to join a growing and respected Private Client practice at a well-established and federally registered investment advisor managing individually managed accounts and mutual funds. As a member of the Private Client team, the Private Client Business Development Advisor will be responsible for identifying and cultivating relationships with prospective clients on behalf of the firm to arrange introductory calls and face to face meetings with members of the Private Client team. This individual will have a broad understanding of wealth management practices and investment strategies and will be comfortable articulating the companys Private Client services and investment offerings. Sourcing new leads for the Private Client team will be critical to success in this role. This individual will also be responsible for building and managing long-term relationships with referral sources. A strong team player and communicator, the Private Client Business Development Advisor will partner actively across the companys internal platform to deliver an outstanding prospective client experience and represent the firm in a professional manner and maintain a high level of product and portfolio knowledge.
The company takes inclusion seriously and expects every team member to share the companys values and to respect differences in the pursuit of our shared goals.
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Business Development Advisor
Saint Helena, US
10 Mar 2024