Personal Wealth Manager

Prominent financial services organization is looking for a Wealth Manager.  This company offers a strong reputation, established support staff, and unrivaled financial products. 

WHAT YOU WILL BE DOING:
  • Counsel existing clients on investment opportunities, in alignment with the client’s needs, goals and tolerance for risk
  • Secure new business by calling on  leads generated by the company.
  • Advise clients in the areas of investment, tax retirement, education, insurance and estate planning.
  • Actively monitor financial markets, specific investments in client’s portfolios.
  • Act as the primary liaison with client’s accountants, attorneys and other advisors and create a strong Advise clients in the areas of investment.

WHAT WE ARE LOOKING FOR IN A CANDIDATE

  • Self-starter with great communication skills.
  • Strong demonstrated quantitative and analytical abilities are vital.
  • Bachelor's degree in Business, Finance, Accounting or related discipline.
  • Must have either Series 7 and Series 66 OR Series 65.
  • 3+ years in a relationship role in finance.
  • Certified Financial Planner or Charted Financial Analyst preferred.

BASE SALARY: $100-140k
RECRUITER: Roxanne Hansen
For immediate consideration , please email your resume and salary requirements directly to rhansen@nescoresource.com 


Nesco Resource is an equal employment opportunity employer and does not discriminate on the basis of race, color, religion, sex, sexual orientation, gender identity, national origin, disability, age, or veteran status, or any other legally protected characteristics with respect to employment opportunities.
Company
Nesco Resource
Posted
10/06/2021
Type
Full time
Salary Range
$39,000.00 - 74,000.00
per Year
Salary range estimated by
Location
Langhorne, PA 19048, US
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