Client Advisor - (US-MI-Traverse City)
Client Advisor - (US-MI-Traverse City)
Compensation: $100K - $120K / Year
Minimum Education: Bachelors
Job Type: Full Time
Jobcode: N43393JA
Experience Required : 5 - 10 years
Degree Required : 4 Year Degree
Travel Required : to 25%
In this key role you will serve as the primary new business generator, spending a majority of your time in the market selling. Client Advisors are the primary liaison between PCG and internal referral sources as well as external Centers of Influence. Will function as the "relationship quarterback" for the Client Management Team and be responsible for coordinating and directing sales activity within the team. Client Advisors have overall responsibility and accountability for revenue generation while growing banking, trust and brokerage relationships. This professional is also accountable for client retention. Client Advisors will be an expert in at least one of the disciplines, but must possess sufficient competence in all disciplines to effectively identify opportunities to leverage the appropriate expertise from the Client Management Team.
Bachelors Degree and 5 or more years of related experience demonstrating excellent business growth results are required. This position requires broad technical knowledge of banking, trust and investment management strategies. Excellent sales, organizational and leadership skills, including the ability to leverage others to get things done, are essential.
Candidate Must Have :
* 7-10 years experience in wealth management and business development
* Bachelor's Degree
Bonus : 53%
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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posted by Unknown at 8:32 AM
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