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As one of the top names in private wealth management, our client oversees $100 billion in private capital for families, individuals, foundations and endowments.

This is an exciting opportunity to play a central role in cultivating new clients and advising existing ones. Our client seeks an intelligent, well-educated, and seasoned professional with a proven record of building relationships based on advice of the highest quality and deep mutual trust.

The Financial Advisor is a critical position. Before joining our client's firm, most Advisors excelled at developing business, with over ten years of experience on average. While Sales is the ideal background, successful Advisors have also come from investment banking, accounting, law, consulting, and commercial real estate.

Our client places a premium on nurturing Advisors' knowledge and skills throughout their careers:

• All Advisors complete an intensive training program that introduces them to the "the firm's approach" and provides the foundation for being an Advisor.
• Training in a broad investment- and planning-based curriculum continues over the ensuing two years. (All Advisors must pass the Series 7, 31, and 66 securities exams.)
• Throughout their careers, Advisors partner with our investment and planning professionals to bring our best thinking to clients' specific circumstances.
• Advisors report to Managing Directors, whose role is to ensure an Advisor's success and can guide Advisors in developing sales strategies, implementing a business plan, cultivating sales and servicing skills, and capitalizing on meetings with clients, professionals, and prospects.
• Each Advisor is supported by a group of highly qualified Private Client Associates who become an extension of the Advisor in handling a significant proportion of routine client inquiries and other logistical matters.
• Our Financial Advisors do not function in the traditional role of brokers by selecting securities. Rather, investment decisions are made by our Investment Policy Groups, who have an outstanding long-term record.

Responsibilities:

• Understand the needs of clients and guide them in making proper portfolio allocations.
• Work in concert with clients' other professional advisors.
• Help clients address critical planning issues, such as transferring wealth, giving to charities, and selling a business.
• Guide clients through such issues as the trade-offs between current spending and future wealth, and the implications of various investment plans.
• Identify prospective clients primarily through introductions from other clients as well as accountants, attorneys and other professionals.

• The ability to build deep relationships with a range of clients.
• Establish credibility as a source of trustworthy advice.
• Excel at building a business.
• Demonstrate excellence at client service.
• Develop a consultative, rather than a transaction-oriented, approach toward clients and prospects.
• Cultivate relationships with third party referral sources, e.g., attorneys.

• Competitive compensation commensurate with experience.

• Flexible and results-oriented culture with the ability to create your own schedule and work remotely.