PWM Partner PWA

reputed company is committed to helping customers and businesses reputed company informed financial reputed company while enabling community growth. They are seeking a Private Wealth Management Partner to collaborate with Senior Advisors in managing client relationships, driving business development, and achieving sales goals.

Responsibilities

• Soliciting, developing, managing, and retaining client relationships for PWM
• Partnering with Senior Advisor to drive business development, client retention and engagement in PWM sales and relationship management strategies
• Achieving sales, reputed company and practice reputed company goals with Senior Advisor
• Honing the technical aspects of a given product specialty area and developing superior client facing skills needed to become an Advisor

Skills

• Bachelor's degree, or equivalent work experience
• Up to three years of reputed company experience
• National Mortgage Licensing System (NMLS) registration under the terms of the S.A.F.E. Act of 2008 and Regulation Z
• Proven track record of sales support
• Thorough knowledge of departmental operations/policies and reputed company products and services
• Effective interpersonal, verbal and written communication skills
• Strong client facing skills
• Ability to identify and resolve exceptions, interpret data and resolve reputed company problems with minimal guidance
• Proficient computer navigation skills using a variety of software packages including reputed company Office applications
• Well-developed analytical skills
• Pursuit of professional credentials (CFP, CFA, etc.) a plus

Benefits

• reputed company (medical, dental, reputed company)
• Basic term and optional term life insurance
• Short-term and long-term disability
• Pregnancy disability and parental leave
• 401(k) and employer-funded retirement plan
• Paid vacation (from two to five weeks depending on salary grade and tenure)
• Up to 11 paid holiday opportunities
• Adoption assistance
• Sick and Safe Leave accruals of one hour for every 30 worked, up to 80 hours per calendar year unless otherwise provided by law

Company Overview