High Net-worth Financial / Wealth Advisor (Cleveland / Columbus OH)

Talent Focus Executive Search and Consulting; Ohio; Sur place; USD 80 000 - 150 000; Plein temps

Avantages offerts par ce poste

Comprehensive training

Career advancement opportunities

Dynamic work environment

Résumé du poste

A leading executive search firm is looking for a Financial/Wealth Advisor to join a prestigious wealth management institution in Cleveland or Columbus. In this role, you'll serve high-net-worth clients, building lasting relationships and leveraging advanced financial strategies to achieve their goals. The ideal candidate has 5-10 years of relevant sales experience and a strong network. The position offers significant training and support for career advancement.

Qualifications

• 5-10 years of success in sales, business development, and relationship management.
• Established network of high-net-worth clients or prospects.
• Passion for learning with humility and integrity.

Responsabilités

• Build and maintain relationships with high-net-worth clients.
• Utilize financial planning tools and investment strategies.
• Empower clients to achieve their financial objectives.

Connaissances

Sales experience

Networking skills

Emotional intelligence

Understanding of Capital Markets

Ambition

Description du poste

High Net-worth Financial / Wealth Advisor (Cleveland / Columbus OH)

High Net-worth Financial / Wealth Advisor (Cleveland / Columbus OH)

Direct message the job poster from Talent Focus Executive Search and Consulting

Talent Focus is proud to collaborate with a renowned international wealth management institution to recruit an exceptional Financial / Wealth Advisor for their High Net-worth Private Client practice in Cleveland or Columbus- this is an ongoing brief, as our client continues to expand.

This is a salaried position plus commission based on new revenue generation.

Your Role

As a Financial / Wealth Advisor, you will serve as a trusted partner to high-net-worth clients, building enduring relationships based on a deep understanding of their values, aspirations, and financial goals. Leveraging cutting-edge research, sophisticated financial planning tools, and world-class investment strategies, you will empower your clients to achieve their financial objectives and enhance their overall financial well-being.

Our client is committed to your success, offering comprehensive training and full support to help you achieve relevant financial qualifications and advance your career.

What We’re Looking For

We are seeking ambitious, client-focused professionals with a strong background in:

• Experience: 5-10 years of proven success in sales, business development, and relationship management.
• Network: An established network of High Net-worth clients or prospects, with the ability to cultivate new connections.
• Skills: Exceptional emotional intelligence, curiosity, and a solid understanding of Capital Markets.
• Character: A passion for learning, coupled with humility, integrity, and a tenacious drive to succeed.

Why Join This Opportunity?

• Prestigious Platform: Work with a globally respected wealth management institution known for its excellence in serving high-net-worth clients.
• Client Impact: Play a pivotal role in helping clients achieve financial freedom and security by delivering tailored wealth solutions.
• Comprehensive Support: Receive world-class training, mentoring, and resources to excel in your role and grow your career.
• Dynamic Location: Thrive in the vibrant financial hub of Los Angeles, engaging with a diverse and affluent clientele.

If you’re a motivated professional with a proven ability to build lasting relationships and deliver value to high-net-worth clients, this is your chance to advance your career with a global leader. Apply now and take the next step in your professional journey!

Seniority level

• Seniority level

  Mid-Senior level

Employment type

• Employment type

  Full-time

Job function

• Job function

  Finance, Sales, and Business Development

• Industries

  Financial Services, Investment Management, and Capital Markets

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