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Sr. Wealth Advisor
Education/Training/Certification:
Minimum requirements: Four-year degree in Marketing or Business Administration or equivalent marketing experience.
Optimal: Four-year degree plus Masters Degree in marketing or finance.
Ongoing: Continuing education in the form of meeting mandatory requirements as set forth by the Company. Ongoing sales and product training are required.
Experience:
Minimum Requirements: 3-5 years marketing, client development or sales experience.
Optimal: 10 plus years experience plus demonstrable track record in developing clients in a wide array of financial product lines.
Primary Duties & Responsibilities:
- Produce targeted results, through a network of high net worth, high income prospects, measured by new qualified client activity in the areas of Wealth Management, Planning and Tax.
- Provide high level relationship management services for largest clients, with support teams fulfilling functional roles.
- Provide marketing and sales support and innovation as necessary.
- Complete any task required to accomplish the AM&M corporate mission and vision.
Quantifiable Performance Measurements:
- Meet expected criterion in the area of new potential and actual clients and business growth.
- Creation of new marketing directions to increase share of current market and/or enter into new markets.
- Become resource for sales knowledge for employees and associates of the Company.
Compensation:
Significant base plus variable based on performance. For example $100,000 base plus 20% variable based on performance. Base and variable component are negotiable.
To apply for this position, please go to:
http://careers.ammfinancial.com/
AM&M Financial Services, Inc. is an equal opportunity employer.
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