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Experienced Investment Professional

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The Hiatt Group

2021-12-03 07:33:52

Job location San Francisco, California, United States

Job type: fulltime

Job industry: Banking & Financial Services

Job description

Experienced Investment Professional

Location: San Francisco

Our client, a highly esteemed, boutique investment bank and wealth management firm, is seeking an Experienced Investment Professional for their San Francisco office. The ideal candidate is a proven producer who has sold securities to ultra-high net worth and accredited investors. This role reports to the Branch Manager.

Responsibilities

  • Able to heavily prospect and source leads; build client base of accredited investors and ultra-high net worth individuals
  • Use thorough understanding of firm's offerings to provide resources and direction to drive sales
  • Demonstrate sensitivity to clients' objectives and constraints and able to identify and help create business opportunities
  • Maintain superior and consistent level of client service
  • Serve as team player in firm's recruitment efforts to expand branch

Qualifications

  • Series 7 and 63, and 65 or 66 licenses required
  • Verifiable T-12 of at least $200,000 preferred
  • Transferable book of business highly desired
  • Self-motivated, entrepreneurial spirit, team-oriented and strong time management skills
  • Ability to communicate analytical and marketing data effectively
  • Excellent organizational and communication skills; able to interface with top-level executives
  • Ability to work independently and as part of team in fast-paced, work environment

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