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    Private Wealth Advisor - Tampa, United States - UpTick Financial- Advisor Recruiters and Consultants

    UpTick Financial- Advisor Recruiters and Consultants
    UpTick Financial- Advisor Recruiters and Consultants Tampa, United States

    4 weeks ago

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    Description

    Company Description

    Our esteemed client, a distinguished global leader in independent investment advisory services, commands a staggering portfolio exceeding $200 billion in assets under management across the globe. With an unwavering dedication to personalized wealth management, our client cultivates a culture of collaboration and innovation, empowering employees to reach unparalleled heights of excellence.

    For those seeking a dynamic career trajectory within a renowned firm deeply committed to client success, this opportunity is unparalleled. Join our client's prestigious team in Tampa, FL, where you'll embark on a journey of professional growth guided by meticulously crafted promotion pathways. With an abundance of seasoned leads at your disposal and the elimination of cold calling, seize the chance to align with a privately heldglobally renowned investment powerhouse. Together, let's champion our clients' interests and redefine the landscape of investment strategies.

    The Opportunity:

    You will benefit from the backing of a specialized team adept at delivering comprehensive sales support, client service, strategic marketing, in-depth research, and beyond. Your direct line of reporting will be to the Inside Sales Manager, who is committed to equipping you with the requisite training and resources essential for achieving unparalleled success. This coveted onsite position is situated in the vibrant locale of Tampa, FL.

    Qualifications:

    • 3+ yearsexperience working in wealth management
    • FINRA Series 65 or a combination of FINRA Series 7 and 66 preferred
    • Clean U4
    • Multi-year track record of success in driving results
    • Success in persuading and educating prospects
    • Excellent communication and interpersonal skills
    • Strong analytical and problem-solving abilities
    • Ability to work independently and as part of a team
    • Bachelor's degree in Finance, Economics, or related field

    Thank you for your interest. Please submit your resume for consideration. All qualified applicants will be considered.

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