2018-07-17

Wealth Advisor
Job Opportunity at CRG Leadership Institute LLC

Posted on Jul 17

http://www.executivesuccesspartners.com    239-821-7254

Location: Charlotte, NC
Job Type: Full Time
Job ID: W4112994

One of the the fastest growing independent financial advisory firms in the US is currently hiring Wealth Management Advisors. Are you looking for a change to join a dynamic culture with an RIA that has unlimited growth potential? Then contact us. We would like to have a conversation with you to find out more about you.

We are currently seeking ambitious wealth management professionals possessing a desire to provide more specialization in the areas of client service, planning, investment management, administration and business development. If you are passionate about this area of business and desire to join an amazing team and company culture... please contact us.

Requirements:

  • Minimum 5 years industry experience and/or trust services
  • Have an established book of business in Wealth Management
  • Proven ability forming relationships with internal branch sales people (referral sources)
  • Strong technical skills in account/asset management
  • Consistently deliver a world-class client experience
  • Series 65 registered with required state
  • Insurance license preferred

Qualifications:

  • Ability to work effectively with high net worth individuals and clients with investable assets of $1 million or more
  • Able to provide highest level of service to all clients
  • Ability to form relationships with branch sales people
  • Strong relationship management skills
  • Team player with a positive attitude
  • Strong client network and existing book of business
  • Excellent interpersonal skills and face-to-face relationship building abilities
  • Community and civic minded
  • Self starter, self motivated
  • No ego, energetic, and a dynamic personality

Compensation:
Excellent compensation package includes full benefits. No cap... unlimited potential with a growing firm.


Location:
Charlotte, NC and surrounding area.

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