High Net Worth Financial Consultant

4 weeks ago


Stamford, Connecticut, United States Talent Focus Executive Search and Consulting Full time
Join Our Team as a Financial Advisor

Talent Focus Executive Search and Consulting is partnering with a distinguished international wealth management institution to identify a seasoned Financial Advisor for their Private Client practice in Stamford.

About the Role:

  • As a Financial Advisor, you will play a pivotal role as a trusted financial confidant to your clients, leveraging a profound understanding of their values, lifestyle, and goals.
  • Cultivating enduring relationships, you will capitalize on world-class research, planning, and investment expertise to elevate your clients' financial well-being.
  • Our client's commitment to your success includes comprehensive training and support in obtaining relevant financial qualifications.

Requirements:

  • We are seeking candidates with a proven track record of approximately 5-10 years in sales/business development and relationship building, showcasing a demonstrable existing network of potential high-net-worth clients.
  • Your profile should include high emotional intelligence, innate curiosity, and a robust comprehension of the Capital Markets.
  • If you possess an insatiable appetite for learning and self-development, coupled with the drive, tenacity, and ambition to advance your career with integrity and humility, we invite you to explore this unparalleled opportunity.

About Us:

Talent Focus Executive Search and Consulting is a leading provider of executive search and consulting services, dedicated to helping our clients achieve their goals through strategic talent acquisition and development.



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