Private Wealth Advisor-Prominent IPOs

2 weeks ago

Red Bank, United States UpTick Financial- Advisor Recruiters and Consultants Full time

Company Description

UpTick Financial - Advisor Recruiters and Consultants is a leading organization in the Financial Services Industry. We specialize in sourcing positions for clients and finding the best candidates who share their vision. Our services include transitioning to new broker-dealers, investment advisory firms, custodial platform changes, and headcount expansion. We provide competitive intelligence and consult on independent advisory M&A, practice management, and succession planning.


Our Client:

Our Client specializes in dynamic cutting-edge money management and investment strategies for high-net-worth individuals, family offices, and institutional investors. A global firm involved in some of the most prominent IPOs of the last decade. Candidates for this role should have a strong interest in investments, capital, and financial markets, and a strong work ethic to go with an ambitious and entrepreneurial spirit.


Role Description

This is a full-time remote role for a Private Wealth Advisor. As a Private Wealth Advisor, you will be responsible for lead generation and cold/warm calling to initiate conversations and present propositions to potential clients. Establishing business relationships and offering customized financial planning, estate planning, and investment solutions is crucial. You will work closely with clients to understand their goals, provide strategic guidance, and help them achieve their financial objectives.


Qualifications

  • Financial Planning and Certified Financial Planner (CFP) designation
  • Business Relationship Management skills
  • Estate Planning knowledge
  • Expertise in investment advisory and portfolio management
  • Excellent communication and interpersonal skills
  • Strong analytical and problem-solving abilities
  • Ability to work independently and remotely
  • Experience in the Financial Services Industry is preferred
  • Bachelor's degree in Finance, Economics, or a related field
  • Must have clean FINRA Series 7


Contact me if you're looking to move marc@uptickrecruiting.com

Advisor openings in Boston, NJ, NC, Texas, Philly, NYC, Tampa, and Miami

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