Vice President, Private Wealth Advisor
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Vice President, Private Wealth Advisor
About the Role
Greater Boston, MA Area(Boston, Massachusetts)
The Company is seeking a Private Wealth Advisor to join their dynamic team. The successful candidate will be responsible for building and nurturing client relationships, acting as a trusted advisor, and delivering holistic private wealth management advice. This role involves leveraging a unique background and experiences to create a business within the firm, as well as partnering with internal and external experts to develop tailored strategies for clients. The Private Wealth Advisor will also be expected to provide exceptional client service, maintain the highest ethical standards, and curate a network of intermediaries to best serve client needs. Applicants must have a record of academic and professional achievement, with a minimum of four years' experience in private wealth management, financial services, or a related field. A background in sales, fundraising, business development, or investing is preferred. The role requires a candidate with a strong network, an entrepreneurial spirit, and a desire to work in a team-oriented environment. Excellent client focus, business development, and relationship management skills are essential, as is the ability to provide unique access and exclusive investment opportunities. The ideal candidate will be self-motivated, have a commitment to excellence, and a high level of integrity. Series 7, 63, and 3 licenses are required, or the ability to obtain them within three months of starting at the firm.
Functions:
- Sales/Revenue
- Finance
About the Company
Prominent global investment bank
Industry
Financial Services
Type
Public Company (GS)
Age
employees
10,001+
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