Private Wealth Advisor - Suncap Technology : Job Details

Private Wealth Advisor

Our Wealth Advisors build substantial, enduring practices around client segments for which they feel a genuine passion. Wealth Advisors serve as financial confidants, initially attracting clients to our firm and ultimately helping them meet increasingly complex challenges that extend well beyond managing wealth. As part of clients inner circle, the Wealth Advisor intimately understands each clients values, lifestyle, and philanthropic goals. They connect clients to the firms vast planning and investing expertise, in a way that is customized, enabling them to make better, more informed wealth decisions. In doing so, the Wealth Advisor enhances clients financial well-being while standing out among a crowded field.

THE IDEAL CANDIDATE

Our most successful advisors have largely oriented their practice around their passions such as working with entrepreneurs and business owners, nonprofit organizations, professional athletes and entertainers, global families, corporate executives, sophisticated investors, and multigenerational families. With diverse backgrounds, perspectives, and broad networks, the most effective Advisors embody the following characteristics: Entrepreneurial Spirit Intellectual Curiosity High Emotional Quotient (EQ) Determination and Relentless Drive for Success Excellent Interpersonal and Communication Skills

QUALIFICATIONS

An existing network that can be continuously cultivated and expanded within the community Proven ability to build and maintain relationships with centers of influence such as attorneys, accountants, and business advisors Comfortable interacting with individuals of significant wealth Experience advising clients and being regarded as a trusted advisor, not only with financial decisions but for meaningful life and business decisions Strong academic credentials