Wealth Manager
Our client is registered investment advisory firm located in the Baltimore, MD area. The firm currently has multi-billion dollars in assets. They are looking to hire a Wealth Manager who holds strong sales skills and has extensive knowledge of investments and fiduciary issues. There would be a minimum of 3 to 5 years experience needed. Certified Planners, Chartered Financial Analysts, and lawyers are all good candidates. Brokers as well may be considered as candidates. The Wealth Manager is the primary new business developer and is responsible for generating new sales revenue. The WM will also act as the “quarterback” to coordinate the necessary specialists who deliver client services. The client offers a competitive salary, bonus structure, and benefits.
Required Skills for Wealth Manager Job:
- BANKING SALES
- BANKING FINANCIAL SERVICES
- FINANCIAL ANALYST
- FINANCIAL PLANNING
Stephen James Associates provides professional and managerial placement search services.
Stephen James offers both contingent search services for direct placement and interim search for consultants in a host of disciplines including Accounting & Finance, Banking, Human Resources, Marketing and Sales.
Recognizing the complexity and importance of finding candidates with specific skills and abilities, Stephen James Associates employs a hands-on recruiting approach to guarantee that they deliver the best candidates available.
Stephen James Associates is part of the Allegis Group, the world's largest privately held staffing company.
Allegis Group and its subsidiaries are equal opportunity employers.
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