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Strategic Financial Advisor

2 months ago

Short Hills, New Jersey, United States Hispanic Technology Executive Council Full time
Job Summary

We are seeking a highly skilled and experienced Strategic Financial Advisor to join our team at the Hispanic Technology Executive Council. As a key member of our Private Banking department, you will be responsible for providing expert financial guidance and advice to our clients, helping them achieve their long-term financial goals.

Key Responsibilities
  • Client Relationship Management: Develop and maintain strong relationships with high net worth individuals and families, providing personalized financial advice and guidance.
  • Financial Planning: Create comprehensive financial plans tailored to each client's unique needs and goals, including investment strategies, risk management, and wealth preservation.
  • Investment Management: Manage and monitor client portfolios, making informed investment decisions to maximize returns and minimize risk.
  • Business Development: Identify new business opportunities and develop strategies to expand our client base and increase revenue.
  • Team Collaboration: Work closely with other members of the Private Banking team to share knowledge, best practices, and ideas, ensuring seamless delivery of services to our clients.
Requirements
  • Experience: 15+ years of experience in Private Banking, with a proven track record of success in relationship selling and client management.
  • Education: Bachelor's degree, Master's degree preferred.
  • Skills: Strong knowledge of financial markets, investment products, and risk management strategies; excellent communication and interpersonal skills; ability to work in a fast-paced environment and adapt to changing circumstances.
What We Offer

We offer a competitive salary, discretionary and formulaic incentive and retention awards, and a comprehensive benefits package, including medical, dental, and vision coverage, 401(k), life, accident, and disability insurance, and wellness programs.