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Financial Consultant
2 months ago
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.
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Build and maintain a healthy pipeline of qualified and prospective clients.
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Lead development and implementation of sales strategy, including identification and targeting new client
opportunities.
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Spearhead new business development initiatives.
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Actively manage relationships with prospects to achieve higher conversion rates.
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Responsible for client relationship management.
·
Work with financial intermediaries and spheres of influence to develop a network of referrals.
Qualifications/Skills
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Bachelor's degree.
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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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