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Wealth Management Advisor

Position ID: JMS/NVadvisor
Location: Reno NV

Wealth Management Advisor

 

Our client is a well-established Financial Institution with over 100 years of history. The firm has $5.6 billion in bank assets and total wealth assets of $1.4 billion. The culture is very client focused and collaborative.

 

They are looking for a Wealth Management Advisor to help expand their lines of business (lending, insurance, trust, portfolio management, wealth strategy) through external business development and by internally partnering with different business lines to uncover prospective clients. They offer a holistic approach for their clients and is a great place to build a career.

 

The leadership of this bank is very dedicated to growing and continually keeping it competitive in the marketplace. The culture is truly one that is collaborative and client centric.  Outstanding work/life balance and the bank treats their employees like family.

 

The desired candidate will possess:

  • Strong knowledge of investment management, financial planning, and trust
  • Proven ability to drive revenue and cross sell
  • Series 7 and 63, CFP or other professional designations a plus
  • Minimum education of a Bachelor’s Degree

Westport One consistently ranks as one of the top 10 offices within the MRI Network system, which consists of more than 700 offices worldwide.

Our search consultants are Financial Services 'industry insiders' working specifically with Internal and External Wholesalers, National Sales Managers, Investment and Wealth Management Representatives, Relationship Managers, Branch Managers, Compliance Officers, Operations Managers, Investment Money Managers, Portfolio Managers, Research Analysts, Trust Officers/Administrators/Managers as well as all Executive Level positions.

Any inquiries relating to this ad will be kept confidential.

To learn more about our organization please visit us at www.westportone.com.

To apply for this position, submit your resume by choosing one or more of the following:

1.)    ***CLICKING “APPLY NOW” ON THIS PAGE*** (PREFERRED)

 

2.)   Email your resume in WORD format to kim@westportone.com.  Please refer to job reference code JMS/NVadvisor in the subject line.

 

3.)   Fax resume with cover letter to:  314-991-9586.  Attention:  Kim Carlson.  Please refer to job reference code JMS/NVadvisor 

 

NO CALLS PLEASE

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