Personal Wealth Manager
INVESTMENT CONSULTANT / PERSONAL WEALTH MANAGER
This is an exclusive executive position with an elite and very well-recognized international bank.
It is required that you have a good amount of wealth management experience whether it be from a wirehouse, a bank, or as an RIA or independent. Required 5+ years of experience gathering and managing assets. Must be currently managing assets.
About Us
The Academy Group is a boutique Financial Service executive-search firm. We have national contracts with some of the nation’s top leading financial service firms.
We have earned a strong reputation with this client over the past seven years, and because of that, we are only one of three outside firms that they work with for this search nation-wide.
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 the Position
The Personal Wealth Management position provides financial planning and wealth management services via the bank's branch-based advisors and centralized service centers.
Warm leads will be given of clients with greater than 250K in investable assets
You will work as a team with other wealth managers within the service centers and work with clients provided to you by the bank, as well as with any clients you bring to the bank on your own.
This company is also a large underwriter of syndicate business and also do a lot of alternative business
Our client is very eager to identify and interview the best talent available, and they are willing to compensate you accordingly.
Details About Their Compensation
Depending on your situation, you can expect to receive either an up-front bonus based on your transferable book, a six-figure salary, or both.
They are very flexible with their compensation structure and do not follow the establish norms in this industry when it comes to how they value your experience.
Benefits
You will become eligible for benefits starting on the first day of your employment. The benefits this company offers are extensive. They include a 401(k), generous time off, dental and vision plans, and stock options. They also include such perks as mortgage assistance, special discounts for auto and homeowners insurance, and banking. You’ll also have a chance to build equity in the corporation through several stock ownership plans.
A Profile on Professionals This Firm Seeks
- A Series 7 license is required
- A CFP is desirable
- A transferrable book of business is desireable
- Must be bilingual (Spanish/English)
- 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 bank.
-Must be currently managing assets
IF your credentials match what our client is looking for, we will reach out to you within 5-7 business days. If they do not match, unfortunately, we will not be contacting you.
