Job Title: Senior Wealth Management Associate
Salary range: $80,000 - $85,000
Summary: My client is a leading global investment manager with over $80 billion in AUM. They are looking to hire a Senior Wealth Management Associate who will be an internal wholesaler. The ideal candidate will have 5 years of experience in financial services and sales leadership.
Key Responsibilities:
- Grow sales within assigned territory by contacting financial advisors and managing the sales process.
- Support Regional Managers in developing new business and servicing existing relationships.
- Respond to financial advisor requests and account issues.
- Respond to daily telephone inquiries.
- Cultivate and maintain relationships with "Emerging Advisors".
Key Qualifications:
- Ranking in top quartile of annual sales rankings.
- Track record of developing relationships with clients and Emerging Advisors to raise assets.
- Bachelor's Degree
- Series 7 license
- 5 years in financial services.
