Does ANYONE know what company this is? The recruiter won't give me the name of the company. Please HELP!

Question

Job Description:
Financial Advisors (sales), Private Wealth Management.

The Base Salary is $140-160K.
The At Plan Comp is $300K to $1M+.

Our client is a leader with an impeccable reputation in a very exclusive club.
They have $50+ billion under management for a private clientele including some of the nations most prominent families and individuals.

This client invests in their Financial Advisor and excels at making them winners.
Top performers are making $500K+ with $1mm earners in every office.
The clients 1 producer has been there for 4 years.

Requirements:
10 to 25 years professional experience.
5+ years recent high level, hands on customer facing experience with a proven track record selling and managing sophisticated clients and products.
Driven to win, ambitious, self-motivated, and highly entrepreneurial.
Likeable, gregarious, charismatic and good at relating to different types of people.

Must haves:
Highly ethical, engendering trust and confidence.
On the upswing of their career.
A methodical and consistent career history demonstrating performance, growth, and the ability to stick with something, NO job hoppers.
Excels in both business development with a high level of activity and relationship management.
Articulate and able to explain with confidence products, services and concepts in ways appropriate to the audience.
College degree.

Plusses:
MBA, CPA, JD or other professional degree, strong financial background, military experience, NASD license, competitive sports, community/social involvement, assertive but not aggressive.

Extensive training and coaching provided.


Experience:
10-20 years of experience


Helpful Skills:
Fixed Assets; Certified Public Accountant; Financials; Investing; Juris Doctorate; Masters of Business Administr; Medical Sales; Pharmaceuticals; Field Sales; Service; Wealth


Compensation/Benefits:
Salary: 150000 - 300000

Answer 1

Something does not add up here.



Any individual who already has all those years of experience, education and skills required for this position should already be financially independent, retired without any need to look for a job.



P.S.

Providing you posses all what's required, what do you need this company for? Abandon your employee mentality and start your own business. Drop me a line, I'll forward you a Blue Print for using your skills and making more than what they offer.

Answer 2

The problem with this is that the recruiter is commissioned to find a suitable employee for the company. The recruiter acts as the HR department for the company on a retainer. You will have to just try and get the job through the recruiter. Everyone has to make a living and the recruiter is only doing his job. Chances are, the only way you'll get the job is exclusively through the recruiter.

Answer 3

If your recruiter gave that information to you then they would probably be out of the 10% commission that many of the companies get. Go with the recruiter and let them handle the arrangements for you get meet with the company, Even if you were going to contact the company yourself this would not work as the company position your applying for is a major spot and is only handled through the agency so they can eliminate those that are not quite qualified.

Answer 4

sounds like the wealth management division of any major trust company or bank. i know of at least ten or so with hq in the US and there are probably another five or more that are foreign owned. another possibility is unit sales of LPs or similar to wealthy families. could be any industry that sells such LPs -- real estate, oil and gas, private placements, etc. they want sales people. if you aren't already making at least 200k a year in sales, preferably to well to do clients, you haven't a prayer of getting this job. CPA/JD/NASD licences likely strongly preferred. and anything else that promotes you as a very believable source.

Answer 5

Barrons does an annual survey of the top Private Banks in the nation. It sounds like this job could be at one of them.

Here's the link: http://online.barrons.com/article/SB119283352020565382-search.html?KEYWORDS=top+private+bank+survey&COLLECTION=barrons/6month



Knowing the location would help a lot, too.



Be careful, though. Sounds like a glorified stock broker position.

Answer 6

50 billion isn't that much compared to the major companies that provide wealth management services like Morgan Stanley (786 billion) or BNY Mellon (1.1 trillion).



A smaller company and possibly local or regional.



Too many possibilities

Answer 7

Well...if you get the job then you will know the company....ta da! If you don't get the job then who cares.

Answer 8

yes please visit www.aboutpublic.com wonderful social network site for public



Regards

Dean Paul