Investment Advisor -Wealth Management (Multiple op Job Id: W235418 Posted On: 10/22/2009
Location: Phoenix, AZ;
Job Type: Full Time
Salary: $100000.00 to $250000.00/year
Degree: Bachelor
Description Work for an independent, fee-based private wealth management firm located in beautiful Scottsdale AZ and receive much higher payouts than by the large, national firms.

Client offers:
* independent advise and full transparency -- not a product push.
* integrated advice -- customized planning based on all aspects of clients financial situation -- analyzing both sides of their balance sheet, cash flow, tax and estate
related issues.
* institutional processes -- investment policy statement, financial and estate plan, philanthropic and charitable giving plan.
* Customized reporting -- integrating all financial assets regardless of where they are held.
* Teams of highly experienced professionals that understand their unique set of issues and experiences.

Planning process begins by working closely with our clients to identify their long-term goals and risk tolerance. We then seek to develop a long-term asset allocation and work with each client to implement an appropriate strategy to help them meet their objectives. Additionally, we review each clients portfolio on an ongoing basis and evaluate possible adjustments in response to economic changes, market trends or client needs. Our client is committed to identifying, creating and providing access to some of the best, most innovative investment ideas and opportunities -- acting as trusted wealth advisor.

Client provides investment consulting, consolidated reporting, tax-managed strategies, investment policy statements, separate accounts, comprehensive performance reporting, financial planning, stock option analysis, alternative investments, concentrated stock consulting.

Commissions are paid on a 50/50 split of all management fees for assets under management. Investment advisor will be paid 50% of all assets transferred to client.

Registered Users - Login

If you are a registered user, please login below.
Email Address:
Password: 
 Login  |  Forgot Password?
Not a Registered User? Create your Profile and Apply Below.
Personal Info
First Name & Middle Initial:  
 Last Name:  
Street Address 1:  
 City:  
Street Address 2:
Zip Code:  
Country:
State:
 Metro: (select nearest major city)
Home Phone:
 Work Phone:
Email Address:
Password:  (6 chars min)
 Confirm Password:
Career/Job Info
Current / Most Recent Position Title:
Degree Level:
 
Position Type: (Use ctrl + click to select multiple)
 Min Salary: (e.g. 35000)
Min Hourly: (e.g. 10.50)
 
Work Authorization:
Are you authorized to work in the United States?
 
Professional Summary
Upload your resume

You may upload your resume by clicking the browse button below, locating the resume on your computer and clicking the add/update button at the bottom of the page. If you upload a resume it will be attached to any jobs that you apply for when we send the application to the job owner. If you do not have a resume to upload you can also fill in the resume text box below. If you choose to upload your resume please make sure that it is in txt, doc or docx format.

Text Resume: (copy and paste your resume in this box)
Privacy Issues
Profile Status:
 If you make your resume inactive, employers cannot search for you.
Blind Your Contact Info:
 Our privacy controls will prevent employers from viewing your contact information. You can choose to reveal select info later.
Enter the number in the image to the right