NY, NJ, and CA
Job Code 708
If you have an active book of business and want to move your clients to a full service organization - we would like to talk to you about the benefits of moving to one of these High-Net-Worth Organizations in 2008.
Our client is expanding the Premier Wealth Centers created to assist their high net worth clients. We are looking for talented investment professionals to assess, assist and guide new and existing clients as they choose the services best suited to meet and exceed their financial goals. Introduce yourself to warm clients who have some relationships with our bank clients already.
We need the following skills:
- Active book of clients +$30M
- Track record of selling investment products - minimum of 2 years
- Comprehensive product knowledge: Mutual Funds, WRAP and Insurance
- Have NASD Series 7, 63, 65 and Life and Health Insurance license
This client offers - dynamic work environments, internal career advancement opportunities, comprehensive health benefits, tuition reimbursement and immediate corporate recognition. Earnings $100K-$250K+
If you are interested in applying for this position, or finding out about other positions, please e-mail us at MyNewJob08@martoconsulting.com and attach your resume and salary requirements.
NYC, NY and Ridgewood, NJ
Job Code 662
Start 2008 with a new organization who values their employees, provides lead sources and clients while offering a great product solution for a variety of client needs. This company is stable and growing - plenty of room for advancement.
We are looking for talented investment professionals to assess, assist and guide new and existing clients as they choose the services best suited to meet and exceed their financial goals. Introduce yourself to warm clients who have some relationships with our bank clients already.
We need the following skills:
- Track record of selling investment products - minimum of 2 years
- Comprehensive product knowledge: Mutual Funds, WRAP and Insurance
- Have NASD Series 7, 63, 65 and Life and Health Insurance license
If you are interested in applying for this position, or finding out about other positions, please e-mail us at MyNewJob08@martoconsulting.com and attach your resume and salary requirements.
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