Institutional Services Advisor

The Institutional Service Advisor will serve as the relationship manager for a diverse group of clients, requiring a broad and deep understanding of sophisticated investment management practices and 401(k) retirement plans. The ideal candidate will operate in a semi-autonomous and entrepreneurial environment while maintaining a sales and client-centered focus.

Requirements

• Bachelor's degree required
• Minimum of five (5) years of sales, investment, and portfolio management experience required
• Minimum of three (3) years of wealth management experience required
• Demonstrated experience in effective account/relationship management required
• Professional designation is highly encouraged (i.e., advanced degree, CPA, CFP, QKA, QFPC, CRSP)
• Strong, successful track record that consistently meets or exceeds goals
• Ability to foster teamwork and motivate colleagues required
• Client-centered focus with excellent strategic thinking ability and consultative skills
• Proficiency in Microsoft Office products (Microsoft Word, Excel, and PowerPoint) required
• Excellent verbal and written communication and interpersonal skills required
• Enthusiastic, positive energy demeanor
• Ability to accommodate work outside normal business hours required
• Ability to travel as client or business needs required

Benefits

• cash bonuses
• long-term incentives
• commissions
• wellness initiatives
• mentoring and leadership programs