Bank Based Wealth Manager
INVESTMENT / WEALTH MANAGER IN AN AWARD-WINNING FINANCIAL INSTITUTION
This is an exclusive executive position with an elite and very well-recognized financial institution.
You MUST be a CFP certified investment professional with at least five years of experience to apply for this position.
No transferable book is required although welcomed if you do have one. What is required is that you have personal or corporate wealth management experience whether it be from a wirehouse, a bank, as an RIA or as an Independent.
About Us
The Academy Group is a well-established boutique Financial Service executive-search firm. We have national contracts with some of the nation’s top leading financial service firms.
We are one of the few executive search firms in the financial industry who were able to weather the recent down-turn in this industry and we believe this is a testament to our high level of integrity and professionalism in all that we do.
Moreover, we consider ourselves to be your personal agent, and because of that you can expect nothing less than the utmost level of professionalism and personal service from us during every phase of the hiring process.
About Our Client
Our client consistently achieves top or near the top rankings in Customer Service amongst several business publications year after year. They remain ahead of the curve in technology receiving accolades for their innovative approaches to meeting the needs of their clients. As an example, customers can check their balances through text messaging. Additionally, customers can deposit checks into their accounts simply by photographing them into their IPhone or Droid cellular devices.
Their culture is one of absolute professionalism and stems from their Core Values of: Service, Loyalty, Honesty, and Integrity.
Their need for professional wealth managers stems not from attrition because of the recent downturn in the financial markets. Instead, it is because of their success in hard times that they are expanding.
Details About Their Compensation
Benefits
The benefits at this firm are second to none. They include a business casual dress environment, comprehensive medical, dental and vision plans, wellness plans and wealth building participation programs. They also provide for, and highly encourage career path planning and continuing education opportunities.
A Profile on Professionals This Firm Seeks
- Series 7 and Series 66 licensure are required
- A CFP is required
- At least 5 years of wealth management experience
- Experience working with high net worth clientele
- Any wealth management professional who does not necessarily seek the risk of a wirehouse environment, nor the lack of branding as an independent, and one who seeks the safety and security of a well branded financial institution.
If you are interested...
Please submit your resume to us here or through academyrecruiting dot com. IF your credentials match what our client is looking for, we will reach out to you within 3-4 business days. If they do not match, unfortunately, we will not be contacting you.
