Investment Advisor – Wealth Management – Winston Salem, NC

 The Financial Services Recruiting Team at International Search Consultants is on the hunt for an  Investment Advisor in Winston Salem, NC!

Investment Management Jobs

A well-respected $500MM AUM Investment Management Firm in Winston Salem, NC  has just retained our Financial Services Headhunters to recruit a new Investment Advisor! This is an opportunity to take control of your own destiny, provide tailored Wealth Management solutions to HNW clients and truly help your clients grow. 

The Opportunity

As an Investment Advisor, you will be responsible for building new and managing existing relationships with HNW clients as well as managing portfolios of relationships and working with the operations team to provide ongoing client servicing.

  • Build tailored solutions for your clients; no canned or model portfolios!
  • Long-term career plan; not just a stepping stone- become an owner/Principal!
  • Extremely attractive Compensation plan with several options to start.
  • Strong support team to help with ramp up with a dedicated mentor to ensure success.

 

 The Company

Independently owned, objective and nimble; this Investment firm has been in the Winston Salem community for 20 years! They offer tailored solutions and build custom portfolios for each client.

  • High touch relationships w/ clients and personalized service.
  • 100% Fee Only – Managing the entire wealth of their clients.
  • Asset allocators, not stock pickers—global portfolios- pick portfolios and interview asset managers.
  • Growing; more than doubled their AUM over the past 10 years, and client size has increase 50% over the past 5 years!
  • Great retention with both clients and Advisors- Clients view them as a lifetime partner and the firm has never had a partner leave other than retirement!
  • Long-Term, Entrepreneurial career platform.

Qualifications

You should apply If you have..

  • Experience as Investment Manager / Financial Advisor or Financial Sales Role.
  • Extensive working knowledge of Investments/Financial services.
  • Entrepreneurial attitude, self-starter, Strong reputation.
  • Strong communication skills; Comfortable sitting opposite HNW/UHNW individuals. Presence, poise, maturity to sit across and gain client trust.
  • A true “Hunter” mentality with the personal discipline to make things happen!
Please send resumes directly to Sarah Szydlowski,

 

Know someone you think would be a great fit?

We pay $500 referral reward for any names that turn into hires!

Direct all names to me via phone or email and I’ll do the rest!

Rest assured, we keep referral sources confidential unless directed otherwise.