SquarePeg Hires: Banking Advisor (Tri-State Remote)

In a world where most investment managers look alike, our client’s Private Wealth Management firm has evolved into an organization like no other.

They have the resources of the largest global firms, but the service culture of a boutique.

This firm ranks among the leading investment management firms in the world with over $600 billion in assets under management.

And, while many firms can point to a comparable worldwide footprint, few can lay claim to 50 years of serving private clients.

Their resources are vast, but the relationships are personal, and they aspire to make every client feel like they are our only client.The firm’s clients are located around the globe and they reported $99 billion in assets under managementin 2020.ResponsibilitiesThe Financial Advisor (“Advisor” or “FA”) is a critical member of our client’s team.

The principal role of the advisor is to develop new clients by cultivating their personal and professional networks and leveraging relationships with centers of influence.

Advisors are also responsible for maintaining close, ongoing relationships with their existing clients.Advisors work closely with clients who have the benefit of substantial assets, but the burden of significant complexity.

Advisors, partnering with the firm’s planning and investment professionals, begin with a discovery process that delves into client’s values, legacy, and philanthropic goals.

The answers, which often differ across generations, allow the advisor to work with clients on implementing investment strategies tied to these objectives and help clients cultivate the next generation as stewards of family wealth.RequirementsThe Ideal CandidateWhat makes Our Client’s advisors unique?

Their backgrounds are as varied as our clients.

Our most successful advisors have largely oriented their practice around their passions such as working with entrepreneurs and business owners, nonprofit organizations, professional athletes, global families, artists, and collectors.

While our advisors have diverse backgrounds and perspectives, we have found the most effective financial advisors embody the following characteristics:Entrepreneurial SpiritIntellectual CuriosityHigh Emotional Quotient (“EQ”)Drive for SuccessExcellent Interpersonal and Communication SkillsSpirit of Generosity in Working with and Within Their CommunityStructure and Discipline…and the following qualifications:An existing network that can be continuously cultivated and expanded within the communityProven ability to build and maintain relationships with centers of influence such as attorneys, accountants, and business advisorsExperience advising clients and being regarded as a trusted advisor, not only with financial decisions but for meaningful life and business decisionsComfortable interacting with individuals of significant wealthTrustworthiness and personal integrity that is beyond reproachStrong academic credentialsA minimum of seven years of relevant work experience in finance, sales, entrepreneurship or private wealth management#ZR