DuBois, PA - This position is located in a small community within an hour of DuBois, PA
$125,000 — $160,000
$165,000 — $195,000
Is Employer Willing to Relocate?:
Other Relocation Information:
Full Time / Direct Hire
Wealth Management - Asset & Investment
Banking; Financial Services
WHY IS THIS A GREAT OPPORTUNITY?
Work for a long established financial institution that is experiencing phenomenal growth, both organic and through acquisitions. Our client has a stable management team with an innovative vision for the future. The vision and growth strategies are set, waiting for the right executive to lead a team to execute. With the support of top management, you will have the opportunity to grow a multi-state wealth management line of business.
You will be responsible for the entire wealth management line of business including development of an annual business plan and budget, oversight of administration and operations, development of annual sales goals, leading sales meetings, and assisting with client sales presentations. You will develop, lead, and mentor your team in three distinct market areas.
You will have successful experience leading a wealth management group. You will have successful sales experience, either leading a sales group or your own successful sales experience. Bachelor degree is required.certification or progress towards CFP, CFA, CPA, CTFA or other relevant professional designation is desired.
CFP is a very big plus.
Certified/Chartered Financial Analyst; Certified/Chartered Financial Planner; Certified Public Accountant; Certified Trust and Financial Advisor