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    Financial Consultant - Santa Clara, United States - Grassi Investment Management

    Grassi Investment Management
    Grassi Investment Management Santa Clara, United States

    5 hours ago

    Default job background
    Description


    Grassi Investment Management a leading top wealth management firm in the Silicon Valley with over 1B in AUM is looking for a Financial Consultant with strong marketing and sales experience.

    Our ideal candidate would be from a large firm looking to bring their expertise and knowledge to our boutique firm.

    Candidates must be personable, efficient, organized, and able to work independently and in a team setting.

    Position Overview


    In this position, the Financial Consultant would work with high-net-worth individuals and families, developing investment management strategies and coordinating with clients.

    The candidate will also commit a significant allocation of their time to business development activities in order to build a base of new clients.

    Job Duties
    ·

    Manage, retain and grow business relationships with existing clients.
    ·

    Communicate current market strategy and portfolio updates to clients.
    ·

    Act as liaison between clients and portfolio managers.
    ·

    Build and maintain a healthy pipeline of qualified and prospective clients.
    ·

    Lead development and implementation of sales strategy, including identification and targeting new client
    opportunities.
    ·

    Spearhead new business development initiatives.
    ·

    Actively manage relationships with prospects to achieve higher conversion rates.
    ·

    Responsible for client relationship management.
    ·

    Work with financial intermediaries and spheres of influence to develop a network of referrals.

    Qualifications/Skills
    ·

    Bachelor's degree.
    ·

    3-5 years of investment industry or financial services experience.
    ·

    Experience managing 25-50 million in AUM.
    ·

    High level of expertise in sales, networking, and relationship building.
    ·

    Excellent communication skillsverbal, written, and group presentation.
    ·

    Efficient and excellent time management skills.
    ·

    Articulate and charismatic, interacts well with people at all levels.
    ·

    Highly professional work ethic.
    ·

    CFP a plus.

    High Payout-Equity Potential
    Medical
    401K

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