Investment Specialist - (US-OH-Dayton - 45490)

Minimum Education: Associate
Job Type: Full Time
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Financial Advisor/Investment Professionals! Looking for a Career! Change!

Become part of the New Regional Expansion Team for one of the Top Financial Advisory firms in the Nation today!
Voted the Best Broker Dealer of the Year!

We are looking for highly flexible individuals who excel in both business development and relationship management. This position requires an exceptionally motivated passionate individual who is driven to be successful. The successful candidate will be accustomed to a high level of daily sales activity…selective business development does not work.

The individual must be capable of networking and developing relationships from scratch with attorneys, accountants, trust and estate executives, insurance professionals or others who can introduce him/her to high net worth individuals who have the potential to become clients. Once these individuals become clients, the Advisor is responsible for helping them devise investment programs appropriate to their personal financial situation. He/she must be thoroughly familiar with strategies being employed in each of the portfolios. Actual investment decisions are made by the firm’s investment policy groups.

The Financial Advisor could come from many different kinds of businesses, including banking, investment banking, commercial real estate, insurance, consulting, law and accounting, He/she must have a proven track record of selling products or services to sophisticated customers, regardless of industry. A financial stripe is preferable (MBA or finance related background) but not necessary. What is important is that the candidate has an interest in the capital markets, and can see themselves as being, or developing as an investment professional.

The ideal candidate will be:
Experienced in sales with a proven track record selling and managing large sophisticated clients
Driven to win, ambitious, self-motivated and highly entrepreneurial
Ethical
Likeable, charismatic and good at relating to different types of people
Able to function in an intellectual and demanding environment
Comfortable with the consultative development process
Articulate and able to explain with confidence financial products, services and concepts in ways appropriate to the audience
The successful candidate will participate in a corporate based support program with the company’s senior executives. The training program focuses on learning the company’s history, including the company’s marketing activities, services and methodology.
COMPENSATION: competitive cash compensation will be paid including opportunities for production-based bonus income.
reply to recruiterchic@gmail.com