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Company | CNI Consulting Inc. |
Address | Tampa, FL, United States |
Employment type | FULL_TIME |
Salary | |
Category | Financial Services |
Expires | 2023-05-31 |
Posted at | 1 year ago |
*Client Development Vice President*
Are you a Financial Advisor that enjoys growing business from existing clients and referrals? As a Client Development Vice President with our client, you will provide holistic financial planning and portfolio analysis services. Bring your client focus and industry knowledge to our client’s privately held multi-billion dollar global investment firm to continue their search of being better, by putting their clients first.
The Duties And Responsibilities
Are you a Financial Advisor that enjoys growing business from existing clients and referrals? As a Client Development Vice President with our client, you will provide holistic financial planning and portfolio analysis services. Bring your client focus and industry knowledge to our client’s privately held multi-billion dollar global investment firm to continue their search of being better, by putting their clients first.
- The Role*:
The Duties And Responsibilities
- Meet with current/former clients/referrals via telephone and in-person to garner additional new business
- Obtain documentation needed to add accounts
- Call current clients who have liquid assets outside our client’s management
- Generate referrals
- Convey and present firm’s investment management strategies
- Experience growing business through referrals
- Understanding of capital markets and investment products
- Experience in high-volume phone activity and in-person meetings
- 2+ years in client-facing or 5+ years production based roles
- FINRA Series 65 preferred (required within 60 days of hire)
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