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Senior Financial Representative Job
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| Employer Name: |
SpiderID: 2499168 |
| Location: Boston, Massachusetts |
Date Posted: 10/1/2008 |
| Wage: |
Category: Finance/Investment |
| Job Code: |
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Job Description:
Sr. Financial Representatives - Private Client/ Wealth Business Development
The sky is the limit with this Massachusetts broker/dealer as the firm has a tremendous reputation with extensive HNW contacts. If you have been looking for the opportunity to bring your book of business and utilize a bit of entrepreneurial spirit, this is the right firm.
This firm has reputation, infrastructure, and capital to support you. Create investment, tax, estate, 401K and other plans that simplify one's entry into the world of high net worth.
You will be a member of this select group as you introduce yourself as representing a firm that can provide financial advice/services in multiple areas. Investment is your game and business development gets your blood pumping in MA. You enjoy earning based on your efforts and would like to start fresh with an opportunity that challenges you. Leverage your business development, networking, and sales skills.
As a Business Development Executive, you are independent and an expert at working the channels, primarily CPAs and Estate Planning Lawyers, in order to network with High Net Worth prospects. The newly wealthy look to you for that added nurturing……you enjoy the relationship.
You know how to source and develop your own leads. You enjoy the face to face time with prospects and know how to close a deal. I am looking for the extraordinarily strong communicator and proven history of successful sales. You have the numbers to back this up and will bring a book of business from $50M up.
You know the area, as a Massachusetts resident, and would be happy to manage, roughly a 50-75 mile radius composed of MA, southern Maine, and NH.
Minimum Bachelors degree required…
MBA a plus
You bring 12+ years of experience to the table, can provide details related to assets under management you have brought in and you have excellent business acumen to boot! No relocations.
Look forward to an amazing group of people to work and grow with in 2008-2009.
Series 7 and 65
Salary is very flexible for the right individual.
Job Requirements:
Individual has to be an expert at working the channels, primarily CPAs and Estate Planning Lawyers, in order to network with High Net Worth prospects. Individual must also possess a bachelor’s degree.
Job Criteria:
Start Date: October 1, 2008
Position Type: Full-Time Permanent
Years of Experience Required: 10 or more
Education Required: Bachelors
Overnight Travel:
Vacation Time:
Contact Information:
| Contact Name: Linda Mckeiver |
Company Type: |
| Company: CTR Group |
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| City: Chesapeake |
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| State: Virginia |
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| Zip: 23320 |
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Web Site: http://www.ctrsource.com
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