JCW Search is currently partnered with a national investment banking firm looking to build out its team of financial advisors. This is a commission based sales-driven role.
Day to day you will:
Work with your existing book of high and ultra-high net worth clients
Network with new potential clients and work on expanding your book of business
Work with a mid-sized team of professional financial advisors
To be successful you should have:
Series 66 (required); Series 7, and/or Series 63 (preferred)
Existing experience building out and managing a client base
Strong written and spoken communication skills
Seniority level
Associate
Employment type
Full-time
Job function
Sales, Finance, and General Business
Industries
Financial Services, Investment Management, and Investment Advice
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