Financial Advisor at Norman Alex in Boston, Massachusetts, United States

Job description

• We are recruiting for a top tier advisor/team in the greater Boston market.
• If you are looking for an opportunity to work in a brokerage environment, with the backing of one of the countriess largest private banks, this could be your new home.

Responsibilities

• Advise on and implement investment, banking and trust/estate solutions for core clients with assistance from the integrated team (Investor, Capital Advisor and Wealth Advisor).
• Ensure that the proposed solutions maximize the clients needs, goals and objectives.
• Prospect and acquire new clients as well as new assets from new and existing High Net Worth clients focused in the US.
• Travel extensively to build out your practice and deepen existing relationships.

Requirements

• - A global book of clients from $1500MM - $2BBMM+ in assets.
• - Hunters mentality and will work effortlessly to prospect and acquire new clients as well as new assets from new and existing High Net Worth clients focused in the US.
• - Responsible for advising on and implementing investment, banking and trust/estate solutions for core clients with assistance from the integrated team (Investor, Capital Advisor and Wealth Advisor).
• - Ensure that the proposed solutions maximize the clients needs, goals and objectives.
• - The candidate's performance will be measured by objectives using specific financial and client satisfaction objectives.
• - Significant experience in Wealth Management working with HNW/UHNW individuals and families
• - Proven track record in prospecting, profiling, overcoming objections, negotiation, team selling approach, closing the sale and asking for referrals.
• - Enthusiasm, appetite and proven experience in business development and client acquisition and a desire to travel extensively to build out your practice and deepen existing relationships.
• - Demonstrated understanding of investments, banking and trust concepts including, but not limited to: asset allocation on structured portfolios, managed portfolios, brokerage accounts, portfolio reviews, deposit and loan solutions, basic trust and estate products and identification of wealth planning opportunities.
• - Strong relationship management and team building skills; views team concept as critical to model.

Skills

Required

• Hunters mentality
• Prospecting
• Profiling
• Overcoming objections
• Negotiation
• Team selling approach
• Closing the sale
• Asking for referrals
• Business development
• Client acquisition
• Relationship management
• Team building

Benefits

• Full lending, credit, mortgage and all private bank offerings for your clients - don't lose the revenue
• Best deal bonus, grid pay-out, platform and work culture in the market
• Referrals from the private bank