LosAngelesRecruiter Since 2001
the smart solution for Los Angeles jobs

Client Services - Wealth Management

Company: Career Strategies, Inc.
Location: Los Angeles
Posted on: February 23, 2021

Job Description:

Employment Type: Direct Hire Category: Professional Services Job Number: LA-PH-ClintServWH Pay Rate: $150,000 (DOE) + Bonus + Benefits Job Description We seek Client Services - Wealth Management for our client's firm in Los Angeles. The successful candidate will focus on selling and servicing Wealth Management services to high net worth (HNW) individuals primarily through face-to-face meetings, networking with various sources through direct prospecting, cultivation of external referral sources and creative networking with key influencers. The successful candidate will be responsible for identifying and building high-quality client relationships within the HNW market, researching prospects financial picture to develop an informed perspective on individual prospect and/or client situations and possible needs in order to determine how to best provide service as well as to use as a vehicle for selling products which will preserve and grow our client's wealth. Career Strategies Inc is a national staffing firm that provides temporary and direct hire staffing services to outstanding firms located throughout the United States. For over 30 years, we have helped thousands of talented candidates find fulfilling careers in a variety of industries including technology, entertainment, marketing, real estate, finance and accounting.-- About the role:

  • Achieve revenue goals
  • Responsible for generating their own leads
  • Manage the sales process through closure
  • Once closed, responsible for transitioning the relationship to a Relationship Manager
  • Analyze detailed complex financial situations
  • Propose the appropriate services to the prospect and the prospect's advisors
  • Understand various investment products
  • Educate customers on the values and differences of each
  • Other duties as assigned Job Requirements About the candidate:
    • Bachelor's degree (Finance, Business, Marketing) (MUST) CFP / CFA (PLUS)
    • 7+ years' experience in sales and/or demonstrated sales record to be a top producer in the Wealth Management industry (MUST)
    • Strong understanding of financial service & wealth management (MUST)
    • Ability to deal with high net worth individuals, clients with investable assets of $1 million or more (MUST)
    • Proven track record of success by achieving significant production and exceeding goals, investment sales, a solutions orientation, and a demonstrated ability to lead and/or help support with investors (MUST)
    • Desired business development skills; passion to build a business and comfortable with formulating and executing a plan to grow the firm's assets, excellent interpersonal skills and flexibility to adapt to a variety of personalities and the successful candidate will attend networking events and/or holds memberships within organizations which serve the HNW population in the market. Additional Information Equal Opportunity Employer considering qualified candidates in accordance with state and federal laws, including those with criminal histories, in a manner consistent with the City of Los Angeles' Fair Chance Initiative for Hiring Ordinance.

Keywords: Career Strategies, Inc., Los Angeles , Client Services - Wealth Management, Executive , Los Angeles, California

Click here to apply!

Didn't find what you're looking for? Search again!

I'm looking for
in category
within


Other Executive Jobs


Assistant Manager - Hiring Immediately
Description: Company: br Cafe Rio Inc. br Position: br Assistant Manager br Department: br Restaurant Management br Req : br br Location: br 27510 W Lugonia Ave, suites A B br Assistant ManagerJob (more...)
Company: Cafe Rio
Location: Redlands
Posted on: 03/4/2021

Guest Services Manager
Description: Your new career is just a few clicks away As the global leader in third-party hotel management, our growing portfolio represents 1,400 hotels in 49 states and 20 countries, from top international lodging (more...)
Company: Aimbridge Hospitality
Location: San Clemente
Posted on: 03/4/2021

Shift Manager
Description: DescriptionWorking at Pizza Hut is about making hungry people happy. It's about being independent and having fun, making new friends and earning extra cash. If you're ready to take the next step in your (more...)
Company: Pizza Hut
Location: Covina
Posted on: 03/4/2021


Sr Manager, Ad Tech Partnerships
Description: Job Summary:The DTCI Ad Platforms Technology Partnerships Team is a critical function that ensures the DTCI ad platform business can develop the systems, tools, and products necessary to extend and accelerate (more...)
Company: Direct-to-Consumer and International
Location: Lake Elsinore
Posted on: 03/4/2021

36B Financial Management Technician
Description: Budgets need to be balanced, and Soldiers and vendors need to be paid on time. An Army National Guard Financial Management Technician ensures that funds go where they need to and that all transactions (more...)
Company: Army National Guard
Location: Azusa
Posted on: 03/4/2021

Shift Manager
Description: DescriptionWorking at Pizza Hut is about making hungry people happy. It's about being independent and having fun, making new friends and earning extra cash. If you're ready to take the next step in your (more...)
Company: Pizza Hut
Location: Paramount
Posted on: 03/4/2021

General Manager
Description: Provide quality products to our customers by building a system of quality with team members, which ensures each delivered product meets Papa John's standards and accurately reflects the customer's order. (more...)
Company: Papa John's Pizza
Location: Lake Elsinore
Posted on: 03/4/2021

Restaurant Assistant Management - Hiring Immediately
Description: Company: br Cafe Rio Inc. br Position: br Assistant Manager br Department: br Restaurant Management br Req : br 5039807 br Location: br 27510 W Lugonia Ave, suites A B br Assistant (more...)
Company: Cafe Rio Mexican Grill
Location: Redlands
Posted on: 03/4/2021

Senior Project Manager
Description: The Boeing Company is looking for a Senior Project Manager to join our team in El Segundo, CA.- This role is for the Boeing Test Evaluation BT E Project Manager for multiple programs both commercial (more...)
Company: BOEING
Location: Hacienda Heights
Posted on: 03/4/2021

Associate Manager
Description: Company: br Cafe Rio Inc. br Position: br Assistant Manager br Department: br Restaurant Management br Req : br 5039807 br Location: br 27510 W Lugonia Ave, suites A B br Assistant (more...)
Company: Cafe Rio Mexican Grill
Location: Redlands
Posted on: 03/4/2021

Log In or Create An Account

Get the latest California jobs by following @recnetCA on Twitter!

Los Angeles RSS job feeds