Career Opportunities
Financial Advisor
Company Description:
Private consulting and wealth management firm headquartered in
Scottsdale, AZ and with operations in Philadelphia, PA. We are a
financial services firm that specializes in providing wealth management
to high net-worth families. Our firm is a leader in the financial
services industry in transitioning away from product and transactional
based financial planning and towards comprehensive and consultative
wealth management models. We are known for our unique approach to
family legacy planning and delivering such to some of the country’s
wealthiest families.
Job Description:
This position will create sales strategies, develop and manage
new business opportunities, and establish executive relationships
with prospects. This position is for a highly motivated individual
with an entrepreneurial mindset. This person will initially be responsible
for generating sales activity with strategic partners.
Primary Responsibilities:
- Develop new name relationships
- Engage in business development and prospect evaluation efforts
- Maintain and nurture a sales pipeline
- Facilitate and promote teamwork efforts in the achievement of
sales goals
- Understand and promote our team's value proposition
- Keep informed on new products/services and other general information
of interest to clients
- Maintain the sales contact management system on a continuing
basis
- Attend industry conferences
Requirements:
The successful candidate must demonstrate strong presentation skills,
exhibit presence in individual client meetings, and possess excellent
communication skills. A demonstrated ability to successfully manage
a consultative sales process is required.
- Candidate must possess a minimum of two years experience in
the financial services industry.
- Strong ability to think strategically and creatively
- Critical business skills including excellent communication,
customer negotiation, problem solving, presentation and project
management skills
- Individuals with designations (CFP, CPA, CLU, J.D., etc.) will
be strongly considered.
Please send cover letter and resume to: jessie@theascgroup.com |
