Friday, May 30, 2014

High Net Worth Wealth Manager - Fresno, CA

 High Net Worth Wealth Manager - Fresno, CA

Our client is eager to fill position below. After reviewing your profile, I thought perhaps you may know someone? Thank you for considering.

Skills and Certifications:
Series 7, 66 and Life Insurance Licenses
Experience in Wealth Management in the Agri-Business
Experience in trust administration
Private Banking lending, sales and services experience
Portfolio management experience
2+ year’s managerial experience
Knowledge of financial products and services
Consumer lending, credit, documentation and portfolio management experience

Candidate Experience 7+ to 10 years of experience
Management Experience Required - Yes
Minimum Education - Bachelor's Degree

Location: United States – California - Central Valley - Fresno *
Willingness to Travel – Often

To apply, contact Rob Smith, President at Newpoint Resources LLC

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