Financial Advisor - (US-PA-Harrisburg)

If not you, would you know someone???

 

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From Jeff Altman: The Big Game Hunter

Financial Advisor - (US-PA-Harrisburg)

Compensation: $75K - $95K / Year
Min Education: Bachelors
Job Type: Full Time
Jobcode: 67559MJA

Experience Required : 10 + years
Degree Required : 4 Year Degree
Travel Required : Upto 5 %
The incumbent is responsible for servicing retained Private Wealth Management banking customers and expanding these relationships by selling Investment Advisory services, Trust/Estate services and Cash Management Services. The incumbent is also responsible for acquiring new banking and/or investment advisory customers in the affluent market segment defined as having $250,000 - $1 Million in investable assets utilizing personal contacts and establishing referral networks. This is a non-commissioned position.

BA/BS degree preferred plus a minimum of 10 + years relevant experience in the investment sales and private banking field required. NASD series 7, 63 and 65 licenses and state securities and insurance licenses required. Professional designation suggested but not required (CFP, ChFA). Substantive background in personal financial products and excellent sales and relationship management skills essential and required. Excellent communication skills required. Credit training or equivalent lending experience strongly recommended/preferred.

Email resume in Word to thebiggamehunter@cisny.com. Please include the job code for the position with your resume.

NO RELOCATION. NO VISA TRANSFERS. NO OVERSEAS RESUMES. NO 3RD PARTIES.

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Jeff Altman, The Big Game Hunter
Concepts In Staffing
9 East 37 Street
New York, NY 10016