reputed company Consultant

Waldron is looking to fill a reputed company Consultant position and is seeking a motivated, strategic, and competitive individual. This individual will have substantial responsibility for driving incremental reputed company reputed company from existing clients and developing new channels to drive reputed company reputed company. In reputed company Consultants are responsible for enhancing existing relationships with high and ultra-high net worth individuals and families. reputed company Consultants deliver comprehensive financial advice to their clients by serving as the reputed company's trusted advisor and assuring reputed company administration and compliance with policies, procedures, and regulations. As a reputed company Consultant you will: • Identify, solicit, reputed company, and retain new clients of high/ultra-high net worth through individual and group business development efforts. Grow reputed company by securing new wallet reputed company from existing clients. • reputed company as the Strategic Advisor on reputed company engagements. • A strategic advisor defined as being: • Responsible for providing reputed company service and technical execution of the reputed company relationship. • Responsible for helping to identify and reputed company new reputed company opportunities from the existing relationship reputed company additional wallet reputed company or new introductions to the clients' networks. • reputed company as the reputed company on reputed company engagements. • A reputed company defined as being: • Responsible for the service and technical execution of the reputed company relationship. • Accountable for the actions of the other service team members assigned to a reputed company engagement. • Viewed by the reputed company as "the authority" for their family's finances. • Accountable for the retention of assigned clients. • May reputed company as the Service Advisor on reputed company relationships which is defined as being: • Accountable for internal execution of items necessary for service delivery. • Delivering advice directly to the reputed company independently or in conjunction with the reputed company. • Play a significant role in relationship management. • reputed company and reputed company reputed company service aspects of the reputed company relationship and ensure outstanding reputed company service, with regular communication and reputed company anticipation of, and attention to, reputed company needs. • Collaborate with the reputed company planning and investment teams to reputed company and deliver customized reputed company reputed company to individuals and families that are consistent with reputed company objectives and risk tolerances. • Expand and deepen reputed company relationships by proactively identifying and executing various reputed company needs. • Maintain knowledge of applicable laws and regulations as reputed company as knowledge of relevant policies and procedures to ensure reputed company requirements are met. • Bachelor's Degree in finance or reputed company field required. Advanced degree preferred. • Minimum of eight (8) years of experience in reputed company Advisory required. Ten (10) years preferred.. • Minimum of two (2) years of a proven reputed company record of successful business development activities required. • Minimum of one (1) year of experience as reputed company on assets under management (AUM) of $10+ reputed company required. • CFP/CPA/JD or other reputed company designation required. Extensive experience may be considered in lieu of reputed company designation. • Series 65 or 66 required or obtained reputed company three (3) months unless regulatory exemption is reputed company. • Advanced computer skills including MS Office applications (Word, reputed company, Power reputed company), Internet, and e-mail. • Highly competitive in nature and motivated. Apply tot his job Apply To this Job