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Experienced Wealth Management Consultant
2 months ago
Harrison Gray Search & Consulting is collaborating with an innovative financial institution that merges expert advisory services with advanced technology to provide a personalized wealth management experience.
About Our Client:
This organization empowers financial advisors to deliver outstanding value to their clients. They are dedicated to assisting established advisors in scaling their practices by providing essential resources ranging from technology to client support, and from marketing to mentorship.
To achieve this vision, they have redefined the capabilities of a wealth management platform, enabling clients to effortlessly locate a financial advisor and communicate their preferences for customization, investment, and comprehensive financial management in one convenient location. Their approach also focuses on maximizing the efficiency of every dollar earned to minimize tax liabilities.
The leadership team comprises seasoned professionals from the private wealth sector, bringing a distinctive blend of traditional wealth management, fintech, and technological expertise. They are supported by prominent venture capital firms and industry leaders.
Becoming part of this organization means engaging with a dynamic team of innovators and entrepreneurs who are passionate about enhancing the experiences of both clients and colleagues. If you are someone who is determined to overcome challenges to achieve results, this is the right environment for you.
Ideal Candidate Profile:
We seek a driven entrepreneur to lead a client-centric business supported by modern tools. You will have the autonomy to expand your client portfolio and provide exceptional service. Your responsibilities will include identifying client needs, articulating how you and our client can enhance wealth management, and showcasing the unique value of your collaboration.
You will benefit from comprehensive support at every stage, utilizing technology that streamlines prospecting, reduces administrative burdens, and sets you apart from other financial advisors. As a key member of the advisory team, this role offers a significant opportunity to influence the company and transform the wealth management landscape for the betterment of clients and advisors alike.
Successful candidates will demonstrate ambition and resilience, consistently striving for excellence while prioritizing client relationships. This is a unique opportunity to shape the future of wealth management and enjoy the associated rewards.
Key Responsibilities:
- Convert prospects into clients and foster client loyalty.
- Identify and manage potential clients, utilizing proprietary data-driven tools, engaging in diverse outreach efforts, and building strong client relationships.
- Advise clients on wealth management strategies to help them achieve their financial and personal objectives.
Qualifications:
- Demonstrated success in establishing new wealth management relationships.
- Consistent display of ambition, determination, and resilience.
- Expert knowledge of investment products and personal finance services.
- Ability to deliver financial advice with empathy, clarity, and confidence.
- Passion for enhancing the personal finance experience.
- Possession of Series 65 or equivalent certification; clean U4.
- Existing client base is preferred.
Preferred Qualifications:
- CFA or CFP certification.
Transition Support:
Our client facilitates a seamless transition for your existing client base. They will collaborate with you to develop a transition strategy, assist with communications, and manage operational tasks, ensuring a smooth transition for both your practice and your clients.
Compensation Structure:
The compensation framework is designed to attract and reward top talent with competitive payouts and equity opportunities. If you are interested in rapidly expanding your client base with superior products and minimal operational tasks, we encourage you to explore this opportunity.
Work Environment:
This position is fully remote, accommodating a flexible work environment that aligns with modern work practices.
