Bank Wealth Advisor - High Net Worth Growth & Relationships

The Symicor Group; Raleigh (NC); On-site; USD 32,400 - 39,600; Full time

Benefits offered by this job

Company-provided laptop

Company-provided cell phone

Private banking office

Job summary

A boutique bank-only talent acquisition firm seeks a Bank Financial Adviser in Raleigh, NC. You'll manage advisory services for high net worth clients, using advanced market strategies. The role requires strong sales and advisory skills, relevant licenses, and a Bachelor's degree. This position offers a competitive salary plus commission and includes benefits such as a company laptop and cell phone.

Qualifications

• At least four years of sales and advisory experience in financial services.
• Valid FINRA Series 6, 63, and 65 or 66 licenses.
• Knowledge of investment management strategies and financial products.

Responsibilities

• Identify and develop new opportunities to advise clients.
• Generate Wealth Management prospects through referrals and community contacts.
• Lead the client relationship team to grow revenue and improve satisfaction.

Skills

Sales

Networking

Negotiation

Relationship-building

Communication

Presentation

Education

Bachelor’s Degree in Business, Finance, or Economics

CFP designation

Job description

A boutique bank-only talent acquisition firm seeks a Bank Financial Adviser in Raleigh, NC. You'll manage advisory services for high net worth clients, using advanced market strategies. The role requires strong sales and advisory skills, relevant licenses, and a Bachelor's degree. This position offers a competitive salary plus commission and includes benefits such as a company laptop and cell phone.