· Responsible for retention and expansion of client base through personal effort and sales management practices.

· Responsible for all aspects of Office Management such as developing and executing annual business plan goals and the office’s budget; hiring, developing, managing and assessing all office staff; coaching staff on relationship management, professional development and Wealth Management Products; conducting regular sales meetings.

· Required: 5+ years of Wealth Management experience (trust administration, investment management, private banking), thorough knowledge of financial planning concepts, 2+ years of management.

· Preferred: CFA, CFP, CTFA, Legal Background, Advanced Degree