Current Open Positions

Financial Advisor/Wealth Manager
Location- United States

Job Description

We have been engaged by many of the major Brokerage and Banking Institutions to help identify candidates with active books of business in the United States that are looking for a different environment for their existing practice.

If you are interested in engaging our team to help you identify the right platform for your practice, we invite you to click the apply button and tell us a bit about your existing situation and what you believe is the correct next move. We will confidentially consult with you and be a partner in helping you select the next partner to provide your Financial Advisory business its correct structure.

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Commercial Banking Relationship Manager
Practice Solutions, Inc. - Eau Claire, Wisconsin (Eau Claire, Wisconsin Area)

Detailed Job Description

Our client , a top 10 national bank, is looking for an experienced Commercial Banking Relationship Manager. This position manages relationships with Commercial Banking, Corporate Banking, or Community Banking commercial customers. The right person will have the ability to grow revenue as directed by senior management by successfully prospecting for new business and retaining and expanding existing customer relationships. They will further be able to approve loans within assigned limits, manage loan and portfolio credit quality, source prospects and develop new customer relationships. They will be expected to provide financial advice to customers and sell appropriate bank products and services to those prospects and clients. Also important for this role is the ability to identify and successfully capitalize on cross-sell opportunities and make appropriate referrals within the institution.

Desired Skills & Experience

Bachelor's or Master's degree, or equivalent work experience

Five to seven years of commercial lending experience

Two or more years of management/supervisory experience

Preferred Skills/Experience

Strong relationship management and business development/sales skills

Well-developed analytical and problem-solving skills

Thorough knowledge of credit and credit quality

Thorough knowledge of bank products and services

Ability to work effectively with individuals and groups in managing customer relationships

Excellent presentation, verbal and written communication skills

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Senior Private Banker
Practice Solutions, Inc. - Irvine, CA (Orange County, California Area)

Detailed Job Description

Our client, a leading Bank headquartered in California, has engaged us to identify a candidate to fill the role of a Private Banker in their Irvine, CA market.

Job Summary:

Competent knowledge of personal and business financial statements and tax returns. Proficient understanding of the financial acumen as it pertains to the affluent market segment. All consumer and business products and services as it relates to the affluent market segment, including operations, loan policies and procedures.

A minimum of 6 years commercial lending experience.

Series 7, 63 and Insurance Licenses

- Minimum Education - Bachelor's Degree

 

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Private Client Advisor

– Irvine, Palo Alto, Portland, San Diego/La Jolla, Bellevue

Our Client, a major California based banking institution, is looking for Private Client Advisors in several key markets it serves.

Detailed Job Description

Superior record of new business development across the wealth management product spectrum. Proven leadership capabilities. Demonstrated superior knowledge and implementation of the bank's branded sales process. Ability to manage the most complex high-profitability client relationships. Possessing thorough knowledge of Private Bank products (Wealth Planning, Investments, Insurance, Trust, Loans, Deposits) and policies. Responsible for managing a portfolio of clients with a minimum of $2.5 MM to $3 MM in annual profitability to the bank and 75-125 client relationships. Reporting to a Wealth Market Executive, the Private Client Advisor is responsible for the overall growth and ongoing management of a portfolio of high net worth clients. Drives the Private Bank sales process for investments, private banking, trust & estates and insurance by identifying qualified potential clients and leveraging wealth planning. Initiates contacts, assesses needs, presents array of products and services, and closes sales.

Qualifications

Experience in a team based partnering oriented model with individual accountability, with a track record of successful sales. Strong negotiating skills and client facing presence. Ability to engage clients in their investments strategy to obtain a "win" opportunity. Ability to identify client needs and related bank services; sells the concept of relationship banking. Ability to prospect, anticipate needs and close sales. Communicate effectively with clients of varying levels of business or financial sophistication. Ability to work with other teams and as a team member. College degree required with an expected exceptional level of professional experience and training. Series 7, 66, (63& 65) and Life and Health Licensed. Certified Financial Planner strongly preferred; MBA or CFA beneficial. Proficient knowledge of computer skills.

Skills and Certifications (bold if required)
Series 7, 66, (63& 65) and Life and Health Licensed

5-7 years in this role in current market

 

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Senior Financial Advisor- Syndicate Specialist

Practice Solutions, Inc. - San Francisco, CA (San Francisco Bay Area)

Detailed Job Description

Our Client is a leader on the Equity Syndicate League Table and is looking for proven retail Equity Syndicate Producers in their major market locations. The role is unique, in that, a proven advisor can expect to see referral flow from the institution and the ability to service clients on a very open investment platform which can accommodate both domestic and NRA business.

There are open positions in the following markets:

San Diego and Orange County,
CA Los Angeles,
CA San Francisco,
CA Houston and Dallas,
TX Chicago,
IL NYC Washington,
D.C. Miami, FL

Desired Skills & Experience

This role is limited to Financial Advisors with a verified trailing revenue history above $250,000 annually and a clean compliance and credit history.

Series 7, 63 and 65, or 66

3 years of Retail Investment Experience

 

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Contact Us

Practice Solutions, Inc.
Call Us:949-502-5450
Email:info@practicesolutionsinc.com

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