Partner with our internal portfolio decision-makers, auxiliary research teams, client service associates, and renowned sales team to give our clients the best service possible. With our commitment to being a fee-only fiduciary firm. You will report to your group manager whose previous experience in the role will assist you in navigating client relationships and provide personalized career development.
- Be the heart of our Private Client Group, build trusting relationships with our clients and educate them on our top-down portfolio strategy, their investments and important market events
- Proactively connect with clients on a quarterly basis to review their asset allocation and ensure we’re on the right track towards their long term financial goals
- Rely on our sales team to gradually build your roster of high-net-worth clients within the first year
2+ years of instilling trust and building client relationship within the finance industry
Series 65 (obtain upon starting)
Bachelor’s degree or equivalent work experience
A thoughtful consultative approach with an emphasis on client focus
Interested candidates, please send resume to jobs@westcoastfinancialjobs.com.