We are looking for highly flexible individuals who excel in both business development and relationship management. This position requires an exceptionally motivated passionate individual who is driven to be successful. The successful candidate will be accustomed to a high level of daily sales activity…selective business development does not work.
The individual must be capable of networking and developing relationships from scratch with attorneys, accountants, trust and estate executives, insurance professionals or others who can introduce him/her to high net worth individuals who have the potential to become clients. Once these individuals become clients, the Advisor is responsible for helping them devise investment programs appropriate to their personal financial situation. He/she must be thoroughly familiar with strategies being employed in each of the portfolios. Actual investment decisions are made by the firm’s investment policy groups.
Manage assigned individual relationships with high net worth clients across all products and services focusing on building book of business and retaining assets
Qualifications
apply online at
or email [email protected]
...Business Office Assistant needed for premier nursing facility.Come join our winning team! This is an outstanding entry level opportunity! If you have a positive attitude, basic math skills and desire to serve others - we will train! Our Mission: We are professionals...
...direction of the onsite Foreman, this role is responsible for laying brick, block, and stone, as well as constructing and repairing masonry surfaces in line with company standards and safety protocols. Key Responsibilities: Lay brick, block, and stone according...
...local Bi-Mart is looking for an outstanding individual to join the Cashier team. About Bi-Mart Corporation: We've been a part of the... ...are a plus. Prior experience at retail brands such as Target, Walgreens, Rite Aid, Fred Meyer, Safeway, and Albertsons is also...
...Security Professional - Armed. The Security Professional will conduct armed foot and/or vehicle patrol (interior and/or exterior) in a hospital environment. Additional duties include control access and egress; monitor CCTV and alarm systems; compose reports; deter criminal...
...through reports and dashboards. As a Software Engineer at SpektrBot, you will play a pivotal... ...them into technical requirements. - Experiment and innovate within a highly motivated... ...QUALIFICATIONS - 3+ years of non-internship professional software development experience...