Financial Consultant

2 months ago


Santa Clara, United States Grassi Investment Management Full time

Grassi Investment Management a leading top wealth management firm in the Silicon Valley with over 1B in AUM is looking for a Financial Consultant with strong marketing and sales experience. Our ideal candidate would be from a large firm looking to bring their expertise and knowledge to our boutique firm. Candidates must be personable, efficient, organized, and able to work independently and in a team setting.

Position Overview

In this position, the Financial Consultant would work with high-net-worth individuals and families, developing investment management strategies and coordinating with clients. The candidate will also commit a significant allocation of their time to business development activities in order to build a base of new clients.

Job Duties ·

Manage, retain and grow business relationships with existing clients. ·

Communicate current market strategy and portfolio updates to clients. ·

Act as liaison between clients and portfolio managers. ·

Build and maintain a healthy pipeline of qualified and prospective clients. ·

Lead development and implementation of sales strategy, including identification and targeting new client opportunities. ·

Spearhead new business development initiatives. ·

Actively manage relationships with prospects to achieve higher conversion rates. ·

Responsible for client relationship management. ·

Work with financial intermediaries and spheres of influence to develop a network of referrals.

Qualifications/Skills ·

Bachelor's degree. ·

3-5 years of investment industry or financial services experience. ·

Experience managing 25-50 million in AUM. ·

High level of expertise in sales, networking, and relationship building. ·

Excellent communication skills--verbal, written, and group presentation. ·

Efficient and excellent time management skills. ·

Articulate and charismatic, interacts well with people at all levels. ·

Highly professional work ethic. ·

CFP a plus.

High Payout-Equity Potential Medical 401K

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