Wealth Manager Expansion

Regional Expansion Fortune 500 Company in the Financial Services Industry is looking for Top Financial Professionals to work in a Team environment as a Investment Advisor/ Private Wealth Manager, Sales and Sales Management. Interviews next week. We are Looking for Top Producers! In the Financial Services Industry! Isn't it Time for a Fresh We are Looking for Seasoned Professionals in the Financial Services Industry...You will be Paid The Best Compensation in the Industry today and work with the Best Team of Professionals in the Financial Services Industry as a: Investment Advisor/Private Wealth Manager - This position is highly entrepreneurial and involves extensive client development, prospecting, and consultative selling. Investment Advisors listen to their clients' life goals and objectives and leverage the power of the firm to develop financial plans that help them get there. They participate in training and development throughout their careers to continually improve their ability to provide the best advice and service for their clients. The client firm will offer a generous compensation plus incentives from day one; even as you advance in your career and build your business we offer marketing support. In addition, you will be able to participate in our industry leading compensation and benefit programsDevise and execute business development strategies to attract and acquire new clientsAnalyze clients' financial needs, goals, sensitivity to risk and investment horizonAdvise clients regarding the advantages and disadvantages of different investment strategiesCreate, implement, and continually review, a plan that includes strategies designed to help clients pursue their long-term goalsAchieve client satisfaction and loyalty through excellent service. REQUIREMENTS You are a professional with at least 3- 5-years of experience,: Series 6, 65, and 7.Marketing/business development aptitudeEntrepreneurial spirit with a strong work ethicExcellent interpersonal skills and high level of integrityCompetitive drive and achievement orientedHigh degree of self-confidence and empathyA bachelor's degree or equivalent education is expectedAn MBA, JD, CPA or CFP is valued Start your new "Career" now by contacting us for an interview Please contact me to set up a time for an interview next week. Thank you for your consideration! Pamela J. Kortekamp Lifetime Recruiting Strategies "Developing Relationships that last a Lifetime" Please contact me with any questions: Email: Phone: (w) 513-753-4926

Created: 2026-03-10