Wednesday, October 16, 2013

Wealth Advisor - Orange County

Wealth Advisor - Orange County

Job description
The Wealth Advisor is responsible for developing and maintaining wealth management relationships. The scope of services offered include; comprehensive financial planning, the development of both investment and risk-management strategies and personal trust administration services. He/she will actively work with internal business partners to identify opportunities to expand client relationships.

Desired Skills and Experience
Requires a Bachelors degree and 2 or more years directly related experience. Series 65 license required with CFA, and/or CFP preferred. A combination of education and experience may meet requirements.

Proven networking skills in attracting new asset management and trust business is required. Candidate must have demonstrated experience and history in developing long term high net worth client relationships. Expert oral and written communication skills and the ability to analyze and present highly sophisticated financial modeling are also required.

To apply, please contact:
Karl H Smith
Wealth Management Executive Recruiter
700 Washington St., Suite 204
Vancouver, WA 98660 USA
toll free: 877-695-4688 ext. 113

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