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Experienced Wealth Management Service Advisor/Business Development

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Hohimer Wealth Management

2021-12-03 08:50:24

Job location Seattle, Washington, United States

Job type: fulltime

Job industry: Banking & Financial Services

Job description

Wealth Management Advisor Description (Business Development)

Seattle/Puget Sound Area only need apply

Salary - $90,000 to $250,000

Hohimer Wealth Management (HWM) is a Registered Investment Advisory firm for individual investors, High Net worth families located in the Pacific Northwest and Retirement plan solutions for employers. HWM provides their clients with the highest standard in personalized comprehensive wealth management services.

To learn more about HWM, please visit our website at om

HWM is currently searching for a uniquely qualified candidate to join our exceptional Seattle office as a Wealth Management Advisor. Candidates for this position will have excelled professionally in acquiring and sourcing new client relationships.

Job Responsibilities

  • Developing a client base that meets or exceeds the required performance benchmarks
  • Effectively sourcing prospective clients, capitalizing on referrals, assessing customer needs, referring customers to the appropriate service advisor and executing highly customized solutions to meet client needs
  • Recommending investment services that are suitable for prospects and clients based on their objectives, resources, time horizon, risk profile and preferences
  • Balancing referral activities, customer follow up and building a pipeline of clients
  • Planning and managing resources to run a productive team.

Required Qualification

  • Experience needs to be at least 3 years in the wealth management profession.
  • Proven ability to engage with and influence others
  • Exceptional interpersonal and relationship building skills
  • Effective communication skills (written and verbal) - Proven ability to quickly build trust and credibility
  • Proven ability to assess needs of clients and recommend appropriate solutions/interventions
  • Proven ability to work collaboratively on a team and with key partners
  • Proven ability to listen and probe for clarity and understanding
  • Goal and results oriented
  • Ability to source clients through prospecting and networking
  • Ability to work in an environment where a significant portion of your compensation is tied to your performance
  • Strong follow-through skills
  • Computer/technical literacy and proficiency in Microsoft Word, PowerPoint, Excel
  • Minimum a bachelor's degree
  • Demonstrated track record of success
  • Proficiency in using Client Relationship Manager Tool

Job Type: Full-time

Pay: $75,000.00 - $250,000.00 per year

Benefits:

  • 401(k)
  • 401(k) matching
  • Dental insurance
  • Health insurance
  • Retirement plan
  • Vision insurance

Schedule:

  • 8 hour shift
  • Monday to Friday

Ability to Commute/Relocate:

  • Seattle, WA 98101 (Required)

Education:

  • Bachelor's (Preferred)

Experience:

  • service advisor/business development: 3 years (Required)
  • Business Development: 1 year (Preferred)

Work Location:

  • One location

Work Remotely:

  • No

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