Post Date | Jan-01-2013 |
Industry | Financial Services > Wealth |
Job Type | Full-time |
Location | Las Vegas, Nevada |
Salary | Not specified |
Wealth Management Advisor I
Job Location: Las Vegas, NV
Job Responsibilities and Requirements: Responsible for retention and growth of small to medium size high net worth client relationships. Builds a team of Banking, Trust and Investment professionals around client that meets and exceeds client needs. Incumbent is a highly seasoned financial industry expert capable of handling complex wealth and relationship management issues, providing counsel and expert advice in all areas of Wealth Management. Your Career is Here. Basic Qualifications - Bachelor's degree, or equivalent work experience - Eight or more years of experience in high and ultra high net worth client wealth management activities Preferred Skills Experience - Excellent relationship management, networking and business development skills - Extraordinary talent for driving business - Extensive knowledge of Banking, Trust, and Investment products and services - Ability to partner with colleagues to identify and service unique clients needs - Well-developed analytical and problem solving skills - Excellent writing, speaking, and presentation skills - Ability to make critical decisions independently - Professional designation such as CFA or CFP is preferred.
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Truly nice details! One of my friends has worked as a trainee at one of top Las Vegas certified financial planners and got really good knowledge there. Now he is looking for a job opportunity and trying to help him out.
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