Job Description New Opportunity A Global Asset Management Firm is looking for Top-tier level Private Wealth Advisors with broad networks within their community to join their team. The most successful advisors have largely oriented their practice around their passions such as working with entrepreneurs and business owners, nonprofit organizations, professional athletes and entertainers, global families, corporate executives, sophisticated investors and multigenerational families. With diverse backgrounds, perspectives and networks, the most effective Advisors embody the following characteristics: Responsibilities Develop and manage existing client relationships, including ongoing regular client contact and communications Actively participate in the development of new business and networking opportunities Implementation of financial plans including coordination of estate, insurance and tax strategies Work with the firm’s portfolio management team to incorporate clients’ investment strategies with their planning objectives Serve on The Firms’s Financial Planning Committee Must demonstrate a commitment to extraordinary client service through professional excellence, the highest ethical standards, and the effective use of available resources Qualifications/Experience: Minimum 5 years experience in financial advisory services with demonstrated ability to develop and manage existing client relationships and develop new business opportunities Must have SIE, Series 7 and Series 63 Licenses A self-motivated, highly driven and entrepreneurial personality Proven ability to network with prospective client and centers of influence Client first attitude Bachelor’s Degree from an accredited college or university Qualities Tenacious, Driven, Extroverted, Networking Mentality, Patient, Entrepreneurial, Business Developer,