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Job Details2020-01-28T18:59:13+00:00

Wealth Management Director - Financial Services

Financial | Waltham | Massachusetts | $180,000

Company Profile:

Our client is an established and growing financial services firm offering a variety of solutions and services both at the executive and corporate level. They are third-generation operated and owned, allowing them to build lasting relationships with a client-centric focus. They are currently looking for a new Wealth Management Director to focus on new business development while leading a small but experienced team to further the organizations growth.

Job Description:

--The Wealth Management Director will be focused on bringing net new business into the organization with the ability to cross-sell across their entire portfolio of services: Retirement, Benefits, Life Insurance, Wealth Management and Investment Services.
--The Wealth Management Director will be working cross functionally within the organization, with the Principals, Department Heads and Client Services Team
--The Wealth Management Director will be a player-coach responsible for a small team of 2 Wealth Management professionals, as well as carrying their own book of business.

Requirements:

--5+ years of experience in Wealth Management
Experience closing business face-to-face with clients
--Bachelor’s Degree Required, MBA Preferred


Licenses Required:
--Certified Financial Planner (CFP)
--Series 65
--Series 7
--Series 63


Job #3357


Location: Reporting to an office in the Greater Waltham, MA

Base Comp: $80,000 - $120,000
Total Comp: $120,000 - $180,000

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