What are the responsibilities and job description for the Senior Wealth Advisor position at Avior Executive Search?
Senior Wealth Advisor
Positions in: Long Island-New Jersey-Orlando
Our client is a growing regional full service financial services organization including Private Banking, Lending, Branch, Brokerage, Trust, Credit & Insurance. Due to its active growth in key markets such as Long Island, New Jersey & Orlando our client has engaged us to identify candidates in these specific markets.
- The Wealth Advisor will be developing, managing, and retaining full-service relationships with both UHNW & HNW clients.
- Developing clients with your strong COI’s within your market to deliver top service to clients.
- Work in a business model which strengthens collaborations between internal departments, teams and specialists to maximize cross selling opportunities.
- Provide integrated financial services advice to these clients including banking, credit, asset management, and trust and estate planning. Works collaboratively and proactively with branches and regional teams to identify and generate referrals.
- Proactively develops internal and external networks for referral sources that generate prospects and create visibility in the marketplace.
- Provide financial advice and counsel to clients and prospective clients regarding trends and conditions of the business environment and general banking trends.
- Actively participate in community and business functions/groups
- A self-motivated, highly driven, and entrepreneurial personality.
Required Experience:
• Bachelor's degree with 7 years' experience from the wealth management industry as either a Financial Advisor, Private Banker, or Relationship Manager with proven track record of generating AUM exceeding 100M USD
• Must have Series 7 and 66 or equivalent, Insurance licenses for Life, Health, and Variable products
To apply for this position, please send your resume and cover letter to alanr@aviorsearch.com.