обновлено 10 дней назад
VP, Active Trader Financial Consultant (Fintech)
75 000 - 95 000$
Вакансия из Hirify Global, списка международных tech-компанийДля мэтча и отклика нужен Plus
Мэтч & Сопровод
Для мэтча с этой вакансией нужен Plus
Описание вакансии
Текст:
TL;DR
VP, Active Trader Financial Consultant (Wealth Management): Growing an affluent wealth management practice by advising active-trading clients on investment strategies, trading tools, risk management, and planning-based solutions with an accent on consultative advice, market expertise, and relationship expansion. Focus on developing new clients, consolidating assets, deepening client relationships, and delivering individualized trading and wealth management guidance.
Location: Onsite in Chicago, Illinois, United States
Salary: USD $75,000–$95,000 per year, plus bonus or incentive opportunities.
Company
provides investment, wealth management, banking, lending, and trading services to individual and family clients.
What you will do
- Grow an affluent wealth management practice and develop new client relationships.
- Assess client goals and recommend suitable investment, trading, risk management, retirement, estate planning, banking, and lending solutions.
- Provide investment advice, trading education, and coaching based on clients’ objectives.
- Consolidate additional assets and deepen existing client relationships through planning tools and personalized services.
- Generate referrals, strengthen branch and brand awareness, and collaborate with internal business partners.
- Maintain knowledge of markets, trading, firm products, platforms, and resources.
Requirements
- Bachelor’s degree or equivalent work-related experience.
- Valid and active Series 7 license required.
- Valid and active Series 66 license, or Series 63/65 combination, required; may be obtained within 90 days of employment.
- Valid and active Life and Health Insurance license required; may be obtained within 120 days of employment.
- At least four years of financial services experience with retail clients, including advice, consultation, and client relationship development.
- Strong industry, trading, market, consultative, interpersonal, and communication skills.
Nice to have
- Valid and active Series 3 license.
- Certified Financial Planner certification.
- Experience leading sophisticated client discussions about trading platforms, risk, trading strategy, and education.
Culture & Benefits
- In-office collaboration in the specified Chicago location.
- 401(k) with company match and employee stock purchase plan.
- Health, dental, and vision insurance.
- Paid vacation, volunteering time, parental leave, and family-building benefits.
- Tuition reimbursement and a 28-day sabbatical after five years of service for eligible positions.
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