Financial Advisor

2 weeks ago


Santa Clara, United States Grassi Investment Management Full time

Grassi Investment Management a leading top wealth management firm in the Silicon Valley with over 1B in AUM is looking for a Financial Consultant with strong marketing and sales experience. 

Our ideal candidate would be from a large firm looking to bring their expertise and knowledge to our boutique firm. Candidates must be personable, efficient, organized, and able to work independently and in a team setting.

Position Overview

 

In this position, the Financial Consultant would work with high-net-worth individuals and families, developing investment management strategies and coordinating with clients. The candidate will also commit a significant allocation of their time to business development activities in order to build a base of new clients.

 

Job Duties

 ·        Manage, retain and grow business relationships with existing clients.       

·        Communicate current market strategy and portfolio updates to clients.

·        Act as liaison between clients and portfolio managers.

·        Build and maintain a healthy pipeline of qualified and prospective clients.

·        Lead development and implementation of sales strategy, including identification and targeting new client

opportunities. 

·        Spearhead new business development initiatives.

·        Actively manage relationships with prospects to achieve higher conversion rates.

·        Responsible for client relationship management.

·        Work with financial intermediaries and spheres of influence to develop a network of referrals.

          

Qualifications/Skills

 ·        Bachelor's degree.

·        3-5 years of investment industry or financial services experience.

·        Experience managing 25-50 million in AUM.

·        High level of expertise in sales, networking, and relationship building.

·        Excellent communication skills--verbal, written, and group presentation.

·        Efficient and excellent time management skills.

·        Articulate and charismatic, interacts well with people at all levels.

·        Highly professional work ethic.

·        CFP a plus.

  

High Payout-Equity Potential

Medical

401K


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