Job Description

JOB DESCRIPTION

JOB DESCRIPTION

Provide back office support for partners. Develop and manage relationships with high net worth individuals, their families, and foundations. We will supply appointments for new clients. Assist clients with building and preserving their financial wealth by creating and implementing long-term asset allocations within the context of each client’s particular risk tolerance, and by providing access to innovative investment ideas and opportunities. This job allows you to work remotely in the comfort of your own home or office. 75-95% payout on fees and annuities.

SKILLS AND ABILITIES REQUIRED

• Proven ability to engage with and influence others

• Exceptional interpersonal and relationship building skills

• Proven ability to quickly build trust and credibility

• Proven ability to assess needs of clients and recommend appropriate solutions/interventions

• Proven ability to listen and probe for clarity and understanding

• Goal and results oriented

• Ability to source clients through prospecting and networking