The role focuses on developing and maintaining portfolios of client relationships within the affluent and high net worth market segments
Job Summary
The role focuses on developing and maintaining portfolios of client relationships within the affluent and high net worth market segments.
Associates are expected to provide unbiased, consultative advisory approaches including financial planning, asset management, and estate planning.
The position offers a comprehensive benefits package including 401K with company match, medical/dental/vision, and potential for long-term incentives.
Matching Summary
The role focuses on developing and maintaining portfolios of client relationships within the affluent and high net worth market segments.
Salary
Base: $148,786.18 - $230,214.00 USD; Bonus/Equity: Incentive eligible with formulaic plan and Long Term Incentive Plan; Benefits: Paid vacation, 401K match, medical, dental, vision, life insurance
Skills & Requirements
Must-have
12 years financial services experience
Bachelor's degree in business or finance
Expert relationship management skills
Proven sales and negotiation abilities
NMLS registration required
Nice-to-have
Top performer track record
Mentoring less experienced associates
Supervisory experience preferred
Strong initiative and follow-through
Technical expertise in complex needs
Key Requirements
12 years of financial services industry experience
Bachelor's degree in business, finance, economics, or accounting
Registration with Nationwide Mortgage Licensing System (NMLS)