Wealth Management Jobs from Stephen James
Wealth Management jobs may be responsible for marketing, selling and distributing investment management, trust, private banking, brokerage and other financial services to high net worth individuals and to assume responsibility for the coordination of relationship servicing once the individual becomes a client, and develop a high level of profitable new business by marketing and selling a full range of financial products and services to high net worth individuals.
Wealth Management jobs may also require a bachelor’s degree in marketing or finance or equivalent in work experience or an MBA, JD, CFP or similar designation is preferred. Candidates should be familiar with all aspects of bond, equity and commingled funds as they relate to high net worth private investors.
Wealth Management jobs at Stephen James Associates are posted regularly in a number of our office locations.
Please note that very few Stephen James Associates’ executive positions are advertised or posted on our web site, for reasons of confidentiality and careful selection. For further information regarding available opportunities or services we offer, please contact the office nearest to you by visiting our locations pages.