- Anaheim Hills, California, United States
- On-site
- Full-time · Senior
- $84K–$126K per year
- 5–8 years
A seasoned professional role focused on building and deepening relationships with the affluent and High Net Worth segment, providing financial planning and holistic financial solutions.
Compensation
$83,920.00 - $125,880.00
Responsibilities
- Identify, build and deepen relationships to gain incremental wallet share of the affluent and High Net Worth segment
- Anticipate the complex financial needs of the client and offer solutions through a wide range of products, services, and tools
- Provide regular value-added engagement with clients - High touch, face-to-face meetings at client's preferred location
- Master referral opportunities to grow portfolio
- Proactively source, acquire and expand high value customer relationship
Requirements
- Bachelor's/University degree or equivalent experience
- Nice to have: Microsoft Office (Excel, Outlook, and Word)
- Nice to have: Money Guide Pro
- Nice to have: NaviPlan Select
- Nice to have: Investment and financial planning strategies