Private Wealth Advisor, Vice President (Wealth Management)
Контакты
80 000 - 205 000$
Формат работы
onsite
Тип работы
fulltime
Грейд
middle
Английский
b2
Страна
US
business developmentfinancial planningrelationship managementinvestment managementfinancial servicesclient advisoryprivate wealth management
Вакансия из Hirify Global, списка международных tech-компаний Для мэтча и отклика нужен Plus
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Зарплата и рынок
Выше рынка
$80к-205к/год
$70к$87кмедиана$110к
По похожим ролям (50) ~ $87к/год
На СНГ рынке: $2к/мес ($1.6к - $3к)
84
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Company hidden предлагает сильный бренд, понятную роль консультанта по управлению капиталом и зарплату выше рыночного ориентира, но широкий диапазон оплаты и требования к клиентским связям добавляют неопределённости.
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Широкий диапазонНужны связиСильный брендВыше рынка
Оценка от Hirify AI
Мэтч & Сопровод
Для мэтча с этой вакансией нужен Plus
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Описание вакансии
Текст:
Hirify AI/Оригинал
TL;DR
Private Wealth Advisor, Vice President (Wealth Management): Building and growing client relationships through holistic private wealth management advice, bespoke investment strategies, and access to Goldman Sachs resources with an accent on ultra-high-net-worth client service, business development, and investment planning. Focus on developing tailored wealth solutions, cultivating intermediary networks, and solving complex client needs across investment management, private banking, lending, tax, estate, and philanthropic planning.
Location: Minneapolis, Minnesota, United States; onsite at the Minneapolis office
Base salary: $80,000–$205,000 per year, plus potential discretionary bonus.
Company
hirify.global is a global investment banking, securities, and investment management firm providing wealth management and financial services.
What you will do
Build a business and grow a portfolio of private wealth management clients.
Establish, nurture, and expand client relationships as a trusted wealth advisor.
Develop bespoke wealth management and investment strategies with internal and external specialists.
Provide high-quality client service while maintaining strong ethical standards.
Build intermediary networks and connect clients with complementary services.
Use the hirify.global platform and network to provide investment opportunities and wealth management services.
Requirements
Four or more years of experience in private wealth management, financial services, or a related field.
Series 7, 63, and 3 licenses, or the ability to obtain them within three months of starting.
Established professional network and demonstrated connectivity.
Strong client focus, business development, relationship management, analytical, and interpersonal skills.
Creative problem-solving ability, autonomy, teamwork, integrity, and commitment to excellence.
Strong academic and professional record.
Nice to have
Prior sales, fundraising, business development, or investing experience.
Culture & Benefits
Training and professional development opportunities.
Firmwide networks, wellness programs, and personal finance offerings.
Competitive benefits generally available to eligible full-time and part-time US employees working at least 20 hours per week.
Reasonable accommodations are available during the recruiting process.
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