Leading wealth management boutique has structured training program for executives with superior business development skills. Focus is on wealth transfer,estate planning, philanthropic giving and business succession.
Requirement is for degreed individuals with a superior business development track record in consultative sales. Preference given to those who have recently earned upper 6 figures: have reached a ceiling in their current company or have lost their jobs through no fault of their own. 8 offices in the US. Support staff of attorneys,estate planners,portfolio managers and client service personnel. Build third party networks of attorneys, CPA's, bankers etc. Mission is to become a trusted advisor to high net worth individuals, endowments or foundations and to reap the benefits of superior income generation.