What are the responsibilities and job description for the Private Wealth Advisor position at CyberCoders?
Job Title: Private Wealth Advisor
Multiple openings available.
We're seeking an experienced leader to drive our advisory team to new heights.
Position Overview
The Private Wealth Advisor is responsible for delivering tailored financial strategies and investment solutions to high-net-worth clients. This role focuses on building long-term relationships and providing exceptional client service to enhance clients' financial well-being.
Key Responsibilities
Benefits:
Looking forward to receiving your resume through our website and going over the position with you. Clicking apply is the best way to apply, but you may also:
sam.steinwand@cybercoders.com
For this position, you must be currently authorized to work in the United States without the need for sponsorship for a non-immigrant visa.
This job was first posted by CyberCoders on 11/25/2024 and applications will be accepted on an ongoing basis until the position is filled or closed.
CyberCoders is proud to be an Equal Opportunity Employer
All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, age, sexual orientation, gender identity or expression, national origin, ancestry, citizenship, genetic information, registered domestic partner status, marital status, status as a crime victim, disability, protected veteran status, or any other characteristic protected by law. CyberCoders will consider qualified applicants with criminal histories in a manner consistent with the requirements of applicable state and local law, including but not limited to the Los Angeles County Fair Chance Ordinance, the San Francisco Fair Chance Ordinance, and the California Fair Chance Act. CyberCoders is committed to working with and providing reasonable accommodation to individuals with physical and mental disabilities. If you need special assistance or an accommodation while seeking employment, please contact a member of our Human Resources team to make arrangements.
Multiple openings available.
We're seeking an experienced leader to drive our advisory team to new heights.
Position Overview
The Private Wealth Advisor is responsible for delivering tailored financial strategies and investment solutions to high-net-worth clients. This role focuses on building long-term relationships and providing exceptional client service to enhance clients' financial well-being.
Key Responsibilities
- Develop and maintain strong relationships with high-net-worth clients
- Assess clients' financial needs and objectives to create customized wealth management strategies
- Provide investment advice and portfolio management services
- Stay current with market trends and investment opportunities
- Educate clients on financial products and services
- Collaborate with internal teams to deliver comprehensive financial solutions
- Conduct regular client reviews and adjust strategies as needed
- Ensure compliance with regulatory requirements and internal policies
- High End experience in Wealth management or Financial services
- Holds Series 7 and 63 licenses
- Bachelor's Degree in Finance, Business, or related field (preferred)
- Experience in Private Wealth Management or Trust services
- Strong client planning and relationship management skills
- Knowledge of risk management and compliance regulations
- Proven sales and coaching experience in a financial services environment
- Technical proficiency in financial planning software and tools
Benefits:
- Full 401k, PTO, Health
- Competitive Pay: Based on experience, skills, and performance.
- Incentive Plans: Eligible for formulaic incentive plans.
Looking forward to receiving your resume through our website and going over the position with you. Clicking apply is the best way to apply, but you may also:
sam.steinwand@cybercoders.com
- Please do NOT change the email subject line in any way. You must keep the JobID: linkedin : SS20-1835734L825 -- in the email subject line for your application to be considered.***
For this position, you must be currently authorized to work in the United States without the need for sponsorship for a non-immigrant visa.
This job was first posted by CyberCoders on 11/25/2024 and applications will be accepted on an ongoing basis until the position is filled or closed.
CyberCoders is proud to be an Equal Opportunity Employer
All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, age, sexual orientation, gender identity or expression, national origin, ancestry, citizenship, genetic information, registered domestic partner status, marital status, status as a crime victim, disability, protected veteran status, or any other characteristic protected by law. CyberCoders will consider qualified applicants with criminal histories in a manner consistent with the requirements of applicable state and local law, including but not limited to the Los Angeles County Fair Chance Ordinance, the San Francisco Fair Chance Ordinance, and the California Fair Chance Act. CyberCoders is committed to working with and providing reasonable accommodation to individuals with physical and mental disabilities. If you need special assistance or an accommodation while seeking employment, please contact a member of our Human Resources team to make arrangements.
Salary : $130,000 - $220,000
