What are the responsibilities and job description for the Estate planner Manhattan needed asap! position at Lifetime Recruiting Strategies?
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
- 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 Clients primary point of contact for High Net Worth and affluent clients and institutional key influencers
- EXCELLENT COMPENSATION
Qualifications
apply online at www.lifetimerecruiting.com
or email lifetimers@fuse.net
