Private Wealth Advisor - Santa Clara - Norman Alex

    Norman Alex
    Norman Alex Santa Clara

    1 day ago

    Description

    We are recruiting for top tier advisors and teams in the greater San Francisco/Bay Area.

    Fantastic opportunity to move to the nation's strongest boutique and be a leader in the market.

    - A global book of clients from $200MM - $2BB+ in assets.

    - Hunter's mentality and will work effortlessly to prospect and acquire new clients as well as new assets from new and existing High Net Worth clients focused in the US.

    - Responsible for advising on and implementing investment, banking and trust/estate solutions for core clients with assistance from the integrated team (Investor, Capital Advisor and Wealth Advisor).

    - Ensure that the proposed solutions maximize the clients' needs, goals and objectives.

    - The candidate's performance will be measured by objectives using specific financial and client satisfaction objectives.

    Qualifications:

    - Significant experience in Wealth Management working with HNW/UHNW individuals and families

    - Proven track record in prospecting, profiling, overcoming objections, negotiation, team selling approach, closing the sale and asking for referrals.

    - Enthusiasm, appetite and proven experience in business development and client acquisition and a desire to travel extensively to build out your practice and deepen existing relationships.

    - Demonstrated understanding of investments, banking and trust concepts including, but not limited to: asset allocation on structured portfolios, managed portfolios, brokerage accounts, portfolio reviews, deposit and loan solutions, basic trust and estate products and identification of wealth planning opportunities.

    - Strong relationship management and team building skills; views team concept as critical to model.

    • Strong deal bonus, grid pay-out, platform and best work culture in the market

    Call me today to discuss today's market and other opportunities: Michael Hubbard @ 305/ or email me at:

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