Career Opportunities
Position Title: Investment Advisor/Wealth Manager
Position Overview/Summary
The Investment Advisor/Wealth Manager at Physicians Private Client Group is responsible for providing discretionary investment guidance for businesses and individuals, expected to provide sound advice and analysis on a variety of investments, including individual equities and fixed income instruments, managed accounts, commodities and alternative investments, among others.
The role of Physicians Private Client Group's Investment Advisor/Wealth Manager is highly entrepreneurial and involves extensive client management and development, new client prospecting and financial consultancy.
The role is responsible for building and maintaining long-term relationships with a portfolio of financially successful clients. As the external face of Physicians Private Client Group, the Investment Advisor/Wealth Manager is expected to work closely with key firm personnel to provide a superior client experience across the full spectrum of the client's financial life.
Licenses
- CIMA and/or CFP designation required/preferred
- Series 7, 63 (or 65 & 66) required/preferred
- Ideally at least one professional designation
Educational and Professional Designations
- BA/BS Degree from nationally recognized institution required; MBA preferred
- Clean U-4
How to Apply
Interested candidates should submit resume and cover letter to info@physicianswealthadvisors.com
