Private Wealth Manager

Location: Richmond, Virginia
Regional Investment Bank  seeking experienced Private Client Managers  We are are opening offices throughout the Region.

Ideal candidates will have a desire to run create a practice for the Investment Bank as a  Wealth Manager.

Benefits of working with us:
• Excellent Broker Dealer
• Systematic, Proven Processes to acquire and keep higher net-worth clients
• Repeatable, Proven Marketing Programs
• Personal Mentoring, Training, and Guidance by top producers
• Powerful Custodian Relationships
• Transition/ Onboarding /Integration /Training Program
• Compliance Support and Guidance
• Marketable Brand 
• Opportunity to build the  practice

Firm
• An expanding boutique advisory firm specializing in Comprehensive Wealth Management, Investment Management, and Wealth Transfer/Estate Planning
• Founders and principals are proven top producers and excellent trainers
• We desire long-term advisors and partners
• Investments
• Insurance: Large offering of all types of fixed products
• Robust, repeatable marketing programs to build and retain a book of business
• A full complement of financial products and services for all levels of wealth management – simple to highly sophisticated

Compensation

• Investments: fee-based, high payout depending upon support needed
• Financial Planning: Hourly or Project Fees
• Insurance Sales (if applicable) Commissions paid at highly competitive rates. Skills Requirements: YOU MUST have:


• Comparable investment philosophy: Asset Allocation and scientific portfolio construction versus day trading, option strategies, or other speculative strategies
• Client-centric philosophy
• Series 65 or 66 license or ability to get rapidly (if you already have Series 6/7)
• CFP, CPA, CLU, or other advanced designation, or willingness to intensely pursue upon affiliation/hire
• Clean compliance record

For more information and a confidential discussion on your future, please respond with your resume and a description of your current situation (ie – wirehouse rep, independent, current book, desires, etc).
Pamela J. Kortekamp
Lifetime Recruiting Strategies
"Developing Relationships that last a Lifetime"
Please contact me with any questions:
Email:
lifetimers@fuse.net
http://www.lifetimerecruiting.com/
Phone:
(w) 513-753-4926

 
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