Position
Title: Senior Investment Consultant
Private
Client GroupLocation: Southern California (preferably Orange County or San Diego)
This is for an established, dynamic
investment management firm with regional offices across the country. They
invest globally for a nationwide client base of high net worth individuals
offering a complete range of financial services to a diversified group of
clients and advisors. The focus is on sound personalized investment advice
coupled with superior service to satisfy client relationships. The talent and
passion of our people is critical to success, together with the common set of
values rooted in integrity and excellence.
The Senior Investment Consultant role
within the Private Client Group is a high level sales position for financial
professionals with extensive industry success. The primary function of these top-caliber
individuals is to expand and deepen the network of advisors referring clients
and to communicate and meet high net worth investors who have expressed an
interest in our investment services. Performance in the role is based on the
acquisition of new assets under management. The firm will only consider top
talent for this senior level opportunity. They are seeking individuals whose
background demonstrates financial selling success and strives to build a
referral network of broker/dealer advisors, attorney’s and CPA’s, to get in
front of the client and to close the sale. The firm will only be bringing on
those who have the long term ambitions.
Incentives:
· Extremely generous
compensation plan· Lucrative commission and bonus structure
· Excellent benefits package, including medical, dental, and life
· 401k program with firm contribution
Qualifications for
the role:
· Minimum five years of
professional individual financial sales success, specifically in the High Net
Worth or sophisticated products area· MBA and/or CFA required
· Prior success in the HNW or UHNW market
· Clean U-4 and CRD
· Phenomenal communication skills
· Self-motivated and self-disciplined
· Highly competitive and goal-oriented
· A focus on sales and new business development
· Strategic thinker, able to assess and recommend a course of action
This position requires extensive
knowledge of portfolio management, including knowledge of investment
techniques, asset allocation, research and/or trading, capital market
behaviors, and financial instruments generally acquired through years of
investment experience. This includes a broad knowledge of financial planning,
investment and/or HNW economic issues (aka “continual learner”) and the ability
to apply principal techniques of portfolio management, along with excellent
communication skills to effectively interface with clients, advisors, and
investment colleagues.
Duties and
Responsibilities:
The firm develops “partnering”
relationships with accounting firms, estate planning firms and various broker/dealer
advisors with the objective of providing the highest level of investment management
services to their clients. Responsibilities require entrepreneurial energy and initiative
and will include:· Developing and implementing programs designed to increase the quality and quantity of accounting, law firms and advisors referring clients.
· Acting in a leadership role and as technical resource for advisors
· Ensuring that advisors are kept abreast of firm and industry developments
· Ensuring that the transition from the sales process to portfolio management is smooth and accurate
· Facilitating the new accounts and account transfer process
· Handling advisor and client communication
· Preparing client presentations
· Communicating regularly with advisors to ensure that products and services are meeting their needs, expectations and specifications
· Facilitate and conduct individual meetings and presentations in your territory
· Bring in new assets to the firm using a highly professional consultative sales approach
· Operate and represent the firm with the highest level of integrity and work ethic
To
apply contact: Katie Brever –
Vice President
612-294-8466kbrever@hirenomics.com
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