Courtney Raymond Consultants Kearny , NJ 07032
Our client is a Fortune 100 firm.
Our client specializes in wealth management that is based on goals, including planning for retirement, education, legacy, and other life goals through investment advice and guidance. Their financial advisors help clients pursue the life they envision through a one-on-one relationship with an advisor committed to their needs
Our clients program is a 40+ month development program for professionals who wish to build a wealth management business and become an advisor.
It is a structured and disciplined program that is committed to the growth and progression of your career. You will be offered the most professional and client-focused sales, investment, and business management training in the industry. Advisors will build upon their knowledge of these topics throughout the duration of the program, while focusing on developing client relationships.
With the assistance of mentors and managers you will learn how to develop a pipeline of affluent clients, identify client needs, advance relationships with existing and prospective clients, review investment goals, prepare investment recommendations that align with client goals, and the business management skills needed to operate an optimal practice model.
You will engage in:
Developing a book of business in order to meet and exceed the required performance hurdles
Effectively sourcing prospective clients, capitalizing on referrals, assessing customer needs, through collaboration, delivering the full resources of a Fortune 100 financial institution to the client, and delivering highly customized solutions to meet client needs
Recommending investment products and services that are suitable for prospects and clients based on their objectives, resources, time horizon, risk profile and preferences
Balancing investment management, sales activities, customer service, new client development, administrative, compliance and personal growth and development according to both a day-to-day and longer-term plan
Planning and managing resources