Albuquerque, New mexico
Business Development / Sales Job Opening in Albuquerque, New mexico - Business Development Specialist Albuquerque, NM, United States
Focus on client relationship development, identify client needs, cultivate relationships with existing and prospective clients, review investment goals and make recommendations that align with client goals, and help build a sustainable practice.
Source prospective clients, through referrals & leads lists. Leads supplied.
Recommend investment products and services, suitable for clients based on their goals.
Strong time management skills needed
Assist in company?s brand development and media communication
Work with the largest Independent Broker/Dealer
Qualifications:
Experience
Entrepreneurial, self-motivated and the ability to influence people
Confident and engaging presence
Communications that are concise, inspiring
Ability to pass criminal and financial background check
Strong analytical skills and ability to interpret a wide variety of data
Experience working directly with HNW clients and Institutions.
The ideal candidate will have a minimum of a Bachelors degree, in Finance, Accounting or Business. Series 7 and 66 licensed. CFP, CFA, CPA, ChFC, PFS, AIF preferred.
Education/Licenses
The ideal candidate will have a minimum of a Bachelors degree, in Finance, Accounting or Business. Series 7 and 66 licensed. CFP, CFA, CPA, ChFC, PFS, AIF or other certifications.
Job Type: Full-time
Required education:
Bachelor's
Required experience:
Financial Services: 3 years
Required license or certification:
Series 7 or 6, 66 or 65/63
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