Experienced Wealth Management Consultant

2 weeks ago

New York, New York, United States Harrison Gray Search & Consulting Full time
Job Overview

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:

Our client is dedicated to empowering financial advisors to deliver outstanding value to their clients. They focus on enabling established advisors to expand their practices by providing comprehensive support, including technology, client assistance, marketing, and mentorship.

To achieve this vision, they have redefined the wealth management platform, allowing clients to easily connect with financial advisors and communicate their needs effectively. This platform enables clients to customize, invest, and manage their financial portfolios seamlessly, maximizing their financial outcomes and minimizing tax liabilities.

The leadership team comprises seasoned professionals from the private wealth sector, bringing a unique blend of traditional wealth management, fintech, and technological expertise. They are supported by prominent venture capital firms and industry leaders.

Becoming part of our client’s organization means joining a dynamic team of innovators committed to enhancing the client and advisor experience. If you are someone who is determined to achieve results and make a difference, this is the right environment for you.

Ideal Candidate:

We seek a motivated entrepreneur for a client-centric business model, equipped with modern tools to support your growth. You will have the autonomy to expand your client portfolio and provide exceptional service. Your role will involve identifying client needs, articulating how you and our client can enhance wealth management, and showcasing the unique value you can offer together.

You will receive comprehensive support throughout your journey, utilizing technology that streamlines prospecting, reduces administrative burdens, and sets you apart from other financial advisors. As a pioneering member of the advisory team, this position offers a unique opportunity to significantly influence the company and reshape the wealth management landscape for the benefit of clients and advisors alike.

Key Responsibilities:

  • Convert prospects into loyal clients and foster strong client relationships.
  • Source and manage potential clients, leveraging proprietary data-driven tools, and build lasting connections.
  • Advise clients on wealth management strategies to help them achieve their financial aspirations.

Qualifications:

  • Demonstrated success in establishing new wealth management relationships.
  • Consistent display of ambition, determination, and resilience.
  • In-depth knowledge of investment products and personal finance services.
  • Ability to deliver financial advice with empathy and confidence.
  • Passion for enhancing the personal finance experience.
  • Possession of Series 65 or equivalent; clean U4.
  • Existing client base is preferred.

Preferred Qualifications:

  • CFA or CFP certification is a plus.

Client Transition Support:

Our client ensures a smooth transition for your existing client base. They will collaborate with you to create a transition plan, assist with communications, and manage operational tasks, providing support every step of the way.

Compensation Structure:

The compensation plan is designed to attract top talent, offering 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, reflecting the company's adaptability to modern work arrangements.

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