Wealth Advisor Associate - MBA required

**Boston- MBA's only please Our client, a prestigious Multi-Family office with over 100 Billion of AUM. The Business Development Associate will be responsible for introducing our client’s wealth management process to the market, prospective clients and their advisors. This professional should possess some sales experience preferably in the area of financial planning or investment management and be programmed for a high level of success, which is necessary for this role. They should also possess a level of knowledge of the industry and products offered by our client. The candidate must be a team player and work well with other employees and management and take a leadership role in cultivating new client relationships. The individual must have excellent presentation skills and be comfortable presenting in one-on-one or in a group presentation format with their advisors. The new Associate will be provided with the training and tools necessary for success. He or she will have the opportunity to work alongside seasoned business development leaders within the office, learning about our client’s exceptional products and services and the art of closing the sale, all while building their own business network.
Job Type
Business Development Officer
How to apply
Please call or e-mail
Jaime Milner
954-385-8595
Jmilner@stevendouglas.com
Location

Boston, MA