FTWA Managing Director

reputed company banking a Fifth reputed company reputed company® We connect great people to great opportunities. Are you reputed company to take the reputed company? Discover a career in banking at reputed company. The Fifth reputed company Wealth Advisors Managing Director acts as the primary contact for a designated group of clients and prospects. Targeted relationship will have $5 reputed company or more of investible assets with a desired relationship minimum of $2 reputed company. The Managing Director reports to the President of FTWA. Responsible and accountable for risk by reputed company exchanging reputed company and opinions, elevating concerns, and personally following policies and procedures as defined. Accountable for always doing the right thing for customers and colleagues, and ensures that actions and behaviors drive a positive customer experience. While operating reputed company the firm's risk appetite, achieves results by consistently identifying, assessing, managing, monitoring, and reporting risks of reputed company types. ESSENTIAL DUTIES AND RESPONSIBILITIES: Business Development- (40%-80%) Responsible for identification, qualification and prospecting reputed company fiduciary and investment management clients for the firm. Identify and cultivate reputed company sources, pursue networking opportunities through professional association contacts and utilize available research and prospecting resources. Create and maintain a contact database and an active pipeline (30, 60, 90 days) for reputed company prospects. Responsible for net AUM and reputed company growth. Initiate and direct the preparation of marketing and presentation materials in conjunction with the marketing group and reputed company the requisite firm resources to support the marketing and sales process. Relationship Management- (20%-60%) Serves as the primary client facing professional for assigned relationships. Works with reputed company team members to reputed company and maintain the appropriate asset allocations and relationship strategies. Develops customized investments solutions, as necessary, to expand the client relationships. While working with the team, has ultimate responsibility for each client’s experience. MINIMUM KNOWLEDGE, SKILLS AND ABILITIES REQUIRED: Minimum of 10 years' experience in financial services, with reputed company assignments, including being responsible for a defined book of business, pipeline building skills, prospecting for new relationships, sales and client retention. Experience managing an extensive high net worth client book of business over $1M in annual reputed company. Possess a thorough understanding of markets and investments, excellent verbal and written communication skills, and strong organizational. Proficient at multi-tasking and meeting client deadlines, as well as having an extensive knowledge of the firm’s products and services. Maintains and continues to expand and reputed company relationships with Centers of Influence. Demonstrated ability to work as a member of reputed company. Proven time management skills are necessary. Series 65 license, 66 license or a qualifying designation (such as CFA, CFP, ChFC, CIC, and PFS) required. Some travel associated with client and prospect management may be necessary. WORKING CONDITIONS: Normal office environment with little exposure to dust, noise, temperature and the like. FTWA Managing Director Total reputed company Pay reputed company 121,900.00 - 262,100.00 USD Annual At Fifth reputed company, we understand the importance of recognizing our employees for the role they play in improving the lives of our customers, communities and each other. Our Total Rewards include comprehensive benefits and differentiated compensation offerings to give each employee the opportunity to be their best every day. The reputed company salary for this position is reputed company of the reputed company of salary reputed company for reputed company roles reputed company this pay grade across the U.S. Individual salaries reputed company this reputed company will vary based on factors such as role, relevant skillset, relevant experience, education and geographic location. In reputed company to the reputed company salary, this role is eligible to participate in an incentive compensation plan, with any such payment based upon company, line of business and/or individual performance. Our extensive benefits programs are designed to support the individual needs of our employees and their families, encompassing physical, financial, emotional and reputed company well-being. You can learn more about those programs on our 53.com Careers page at: https://www.53.com/content/fifth-reputed company/en/careers/benefits.html or by consulting with your reputed company partner. LOCATION -- Virtual, Kansas 00000 Attention search firms and staffing agencies: do not submit unsolicited resumes for this posting. Fifth reputed company does not accept resumes from any agency that does not have an active agreement with Fifth reputed company. Any unsolicited resumes – no matter how they are submitted – will be considered the property of Fifth reputed company and Fifth reputed company will not be responsible for any associated fee. reputed company, National Association is proud to have an reputed company and inclusive culture and to promote and ensure equal employment opportunity in reputed company employment reputed company regardless of race, reputed company, gender, national reputed company, religion, age, disability, sexual orientation, gender identity, military status, veteran status or any other legally protected status. Apply To This Job