Private Wealth Manager

Ideal Candidate Profile: The ideal candidate will bring 5+ years of Wealth Management experience, demonstrating a deep understanding of: Investment policy planning Strategic asset allocation Portfolio implementation and management 4 years of experience working with High-Net-Worth Clients Transitional Bonus - Paid on Production: Our client offers acompetitive transitional bonus based on production to support your move and reward your success. This is a unique opportunity to seamlessly transition your book of business while maximizing your earning potential.

Responsibilities: Provide bespoke, comprehensive investment strategies and services to clients. Exhibit a proven record of client retention and the capability to expand a book of business. Prepare and deliver compelling presentations and proposals to prospective clients. Increase brand visibility and market services strategically. Stay abreast of industry trends and maintain advanced financial knowledge. Leverage and expand an established network of referrals. Partner with the home office to manage and optimize clients’ financial portfolios. Oversee portfolio management and ensure exceptional client retention. Fulfill all Continuing Education requirements.

Qualifications: Bachelor’s degree with a minimum of 4 years of experience in wealth management Proven ability to work independently and as part of a team to achieve shared goals. Proficiency in computer applications: Outlook, Excel, Word, and PowerPoint. Clean U4. Must hold FINRA Series 7 Certified Financial Planner (CFP) designation is preferred but not mandatory. Experience managing a client portfolio with $25MM+ in Portable AUM. Must have a Trailing 12 over $350KTheTransition Team is ready to support Advisors in transitioning their existing client base. Current Opportunities Available In: NYC Red Bank, NJ Raleigh-Durham, NC Tampa, FL Boston, MA Miami, FL Tampa, FL Dallas, TX Atlanta, GAThank you for your interest. Please submit your resume for consideration. xsgimln All qualified applicants will be considered.