Financial Mastermind - Shape Futures with Precision and Expertise at Jobleads-US
Employer
Jobleads-US
Salary
$180k-$210k (estimated pay)
Location
Indiana, PA
Employment Type
Full-time
Сategory
Financial Advisors
Description
Exciting opportunity for an experienced Managing Director to provide financial services to ultra-high-net-worth individuals and families at Jobleads-US.
Qualifications
- Bachelor’s degree in Business or related field
- CFP strongly preferred
- Minimum of ten years’ experience in financial services industry
Responsibilities
- Lead client engagements and deliver effective advice
- Manage existing client relationships and participate in new business development
- Prepare for quarterly client meetings and establish teamwork within the firm
Education
Bachelor’s degree in Business or related field with CFP strongly preferred
Benefits
- Professional development opportunities
- Competitive salary
- Health insurance
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