Investment Consultant
2 weeks ago
Join UpTick Financial as an Investment Consultant
UpTick Financial is collaborating with a reputable investment advisory firm dedicated to managing the financial assets of individuals, families, trusts, estates, charitable organizations, endowments, foundations, and retirement plans. We are looking for an investment consultant who possesses a transferable client portfolio and a robust background in financial planning to become a part of our team. The ideal candidate should have a client portfolio totaling at least $10M AUM, with a preference for $20M AUM or more.
*Transitional Bonus Based on Production* Payout (up to 90%) based on Production
Key Responsibilities:
- Deliver comprehensive financial planning services to clients, utilizing industry-standard technology applications such as eMoney, order management systems, CRM, and MS Office.
- Design and implement customized financial strategies to meet clients' distinct needs and objectives.
- Establish and nurture strong client relationships through consistent communication and exceptional service.
- Proactively seek new business opportunities and develop relationships with prospective clients.
- Collaborate with team members to achieve office-wide revenue targets and contribute to the overall success of the firm.
Qualifications:
- College degree required
- 3+ years of experience in financial services with a focus on sales
- Life and Health Licensed; Series 65 or Series 7 & 66 - REQUIRED
- CFP designation is a plus
- Strong organizational, prioritization, interpersonal, and management skills
- Excellent communication skills; both verbal and written
- Clean U4
- Proven track record of success in driving results
- Ability to persuade and educate prospects effectively
- Capacity to work independently and collaboratively within a team
*Support and Marketing Team ready to assist Advisors in transitioning their existing client base*
*Sign-on Bonus and Payout (up to 90%) based on Production*
Current Opportunities Available In:
- NYC
- Raleigh-Durham, NC
- Tampa, FL
- Boston, MA
- Miami, FL
- Dallas, TX
- Atlanta, GA
Thank you for your interest. Please submit your resume for consideration. All qualified applicants will be considered.
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