Senior Bankers and Financial Advisors across the U.S.
Phoenix Spark Inc. · Florida, United States · 1 mo ago
HybridConsulting$150/hrFull-time
About the role
We are currently supporting a global independent asset management platform (~$150bn AUM, established large presence in the U.S.).
Responsibilities
- Manage a portable book of clients
- Contribute to the growth and success of the platform
- Collaborate with the team to develop and implement strategies that align with the platform's goals
Requirements
- Hold Series 65 / 64 licenses (Series 7 also relevant)
- Have experience managing a portable book of clients
- Be open to transitioning towards a more independent and entrepreneurial platform
Qualifications
- Strong track record in wealth management or banking
- Proven ability to build and maintain client relationships
- Experience working in a fast-paced, agile environment
- Knowledge of investment platforms and asset management principles
Skills
- Excellent communication and interpersonal skills
- Ability to work independently and as part of a team
- Strong analytical and problem-solving skills
- Proficient in Microsoft Office Suite
Benefits
- Top-tier, flexible compensation structures
- Open architecture investment platform
- Strong product performance and global capabilities
- Full operational and technological support
- Agile environment, far from large bank bureaucracy
Pay
The platform offers top-tier, flexible compensation structures.
Schedule
The position can be filled onshore or offshore.
Benefits
- Top-tier, flexible compensation structures
- Open architecture investment platform
- Strong product performance and global capabilities
- Full operational and technological support
- Agile environment, far from large bank bureaucracy