What are the responsibilities and job description for the High Net-worth Financial Advisor position at Talent Focus Executive Search and Consulting?
Talent Focus collaborates with a renowned international wealth management institution to recruit an exceptional Financial Advisor for their High Net-worth Private Client practice in San Francisco.
This is a salaried position plus commission based on new revenue generation.
Your Role
You will serve as a trusted partner to high-net-worth clients, building enduring relationships based on a deep understanding of their values, aspirations, and financial goals.
Leveraging cutting-edge research, sophisticated financial planning tools, and world-class investment strategies, you will empower your clients to achieve their financial objectives and enhance their overall financial well-being.
Our client is committed to your success, offering comprehensive training and full support to help you achieve relevant financial qualifications and advance your career.
Requirements
- Experience: 5-10 years of proven success in sales, business development, and relationship management.
- Network: An established network of High Net-worth clients or prospects, with the ability to cultivate new connections.
- Skills: Exceptional emotional intelligence, curiosity, and a solid understanding of Capital Markets.
- Character: A passion for learning, coupled with humility, integrity, and a tenacious drive to succeed.
Why Join This Opportunity?
- Prestigious Platform: Work with a globally respected wealth management institution known for its excellence in serving high-net-worth clients.
- Client Impact: Play a pivotal role in helping clients achieve financial freedom and security by delivering tailored wealth solutions.
- Comprehensive Support: Receive world-class training, mentoring, and resources to excel in your role and grow your career.
- Dynamic Location: Thrive in the vibrant financial hub of Los Angeles, engaging with a diverse and affluent clientele.
If you're a motivated professional with a proven ability to build lasting relationships and deliver value to high-net-worth clients, this is your chance to advance your career with a global leader.
