Senior Financial Advisor
4 weeks ago
About the role: Senior Financial Advisor - Wealth Management Expert
We are seeking a top-producing Senior Financial Advisor to join our team at Norman Alex. This is an exceptional opportunity for a seasoned professional to leverage their expertise in wealth management and client acquisition to drive business growth.
Key Responsibilities:
- Develop and maintain a high-value client base, focusing on HNW/UHNW individuals and families
- Utilize a hunters mentality to prospect and acquire new clients, as well as new assets from existing clients
Requirements:
- Significant experience in wealth management, with a proven track record of client acquisition and retention
- Strong relationship management and team building skills, with a focus on delivering exceptional client experiences
- Ability to work effectively in a fast-paced environment, with a strong desire to travel and build out your practice
Benefits:
- Competitive compensation package, including solid deal bonuses and grid payouts
- Access to agnostic and open architecture platforms
- Opportunity to work in a dynamic and supportive team environment
Only candidates with portable client portfolios need apply. We are committed to building a team of exceptional professionals who share our passion for delivering exceptional client experiences.
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