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As a Private Client Advisor , you will call high-net-worth leads provided, qualifying and scheduling face-to-face appointments. You will meet with prospective clients with the goal of gathering new clients and assets for the firm. This position is highly entrepreneurial and involves warm initial calls and in-person selling to close business. You will be supported by dedicated portfolio management and client service groups who manage the transition and retention
We seek advisors based nationwide, you can work remotely from your home base, with full support , on administration and report writing.
The Firm
By putting clients first, providing unmatched service, and taking a personalised approach to investing. You can feel confident knowing that they align with their client's best interests by using a simple and transparent fee structure and recognised European custodians.
Benefits
They offer an array of benefits, including:
- 100% paid premiums for our top-tier supplemental medical, dental and annual health screening plans for employees and their qualified dependants
- 28 days annual leave, with the ability to purchase up to 3 additional days per year, plus up to 8 paid holidays
- Enhanced maternity pay package with 16 week's top up to full base pay for eligible employees
- Equivalent of $10,000* fertility, hormonal health and family-forming benefit,
- A retirement pension plan, featuring a 9% company contribution of base pay with an additional company match of up to 5% of base pay on personal contributions
- Gym subsidy of up to £50 per month
- Employee Assistance Program and other emotional well-being services
- A collaborative working environment that practises ongoing training, educational support and employee appreciation events
