Personal Portfolio Advisor recruitment

The Personal Portfolio Advisor is the lead advisor and primary point of contact for the firm’s high-net-worth private clients.  This is not a call center position – PPA’s are highly respected professional financial advisors entrusted to effectively lead quality clients in their decision making.  This person is responsible for developing, enhancing, and maintaining strong and durable relationships with the clients introduced by our field sale force.  We want financial professionals who engage clients at a very personal level, develop a genuine client/advisor relationship and act as the liaison Read more […]

May 13, 2012 • Tags: , • Posted in: Financial • Comments Off on Personal Portfolio Advisor recruitment