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Financial Advisor

Corus Entertainment

This is a Full-time position in New York, NY posted April 29, 2021.

Seeking Experienced Wealth Management Professional  

Growing team seeks financial advisor or senior investment consultant to join an existing private wealth team, led by a leading portfolio manager with discretionary management of over $1 billion in assets for private clients. Ideal candidate has a track record of success in business development, and thrives on building a pipeline, as well as growing existing client relationships. Strong communication skills and the ability to operate in a team setting are a must. Target market is High Net Worth/Ultra High Net Worth wealth creators, entrepreneurs, and senior executives. Team has a strong knowledge of liquidity planning, liquidity events, intergenerational transfer of wealth, and investment acumen.

An ideal candidate has 5-7 years of experience as a client-facing advisor in wealth management or private banking, with a focus on serving clients in the High Net Worth and Ultra High Net Worth segments. Additional relevant skills include business development, managing client service teams, and capital markets experience.


Responsibilities 

  • Leverage strong communication skills to build a wider network of clientele; target centers of influence, new business opportunities, and family offices, as well as other niche markets
  • Contact clients and prospective clients with relevant and timely information regarding market updates that may affect their investments; systematically communicate with prospective clients and track progress
  • Assist with analyses and preparation of prospective and current clients’ financial planning and investments; conduct in-depth client reviews to uncover new business opportunities
  • Monitor progress of new business opportunities with a consistent, disciplined, and systematic approach

The Person

The candidate should have strong written, verbal, and interpersonal skills, as well as the ability to motivate both themselves and others to deliver high-quality work product, possibly within compressed timelines. The position requires the willingness to work a flexible schedule, including select travel, and offers an attractive development path within the team.

The ideal candidate will have experience and attributes in the following areas:

  • Strong interpersonal skills and an innate ability to build immediate rapport with personnel and clients
  • Experience in delivering client-focused solutions and knowledge of related industry regulations
  • Demonstrable experience in developing efficient strategies to “power” complex and diverse advisor practices
  • Ability to communicate, present and influence key stakeholders at all levels of an organization
  • Self-motivated and determined, especially in seeking solutions for both clients and prospects

Required Skills/Experience

  • Bachelor’s Degree required; MBA, JD, CFA, CIMA, or CFP preferred
  • 5-7 years related experience
  • Series 7 and 63 (or 66) Licenses
  • Expert knowledge of financial markets across various asset classes
  • Excellent written and verbal communication skills
  • Team player able to work in a collegial and collaboration environment
  • High integrity is vital on both the personal and professional level