Financial Advisor

Norman Alex
Boston, MA
Category Finance
Job Description
We are recruiting for a top tier advisor/team in the greater Boston market, offering a brokerage environment with the backing of one of the country's largest private banks.

Requirements

  • 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
  • Demonstrated understanding of investments, banking and trust concepts

Benefits

  • Best deal bonus
  • Grid pay-out
  • Platform
  • Work culture
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