Financial Consultant

Grassi Investment Management a leading top wealth management firm in the Silicon Valley with over 1B in AUM is looking for a Financial Consultant with strong marketing and sales experience.

Our ideal candidate would be from a large firm looking to bring their expertise and knowledge to our boutique firm. Candidates must be personable, efficient, organized, and able to work independently and in a team setting.

Position Overview

In this position, the Financial Consultant would work with high-net-worth individuals and families, developing investment management strategies and coordinating with clients. The candidate will also commit a significant allocation of their time to business development activities in order to build a base of new clients.

Job Duties

· Manage, retain and grow business relationships with existing clients.

· Communicate current market strategy and portfolio updates to clients.

· Act as liaison between clients and portfolio managers.

· Build and maintain a healthy pipeline of qualified and prospective clients.

· Lead development and implementation of sales strategy, including identification and targeting new client opportunities.

· Spearhead new business development initiatives.

· Actively manage relationships with prospects to achieve higher conversion rates.

· Responsible for client relationship management.

· Work with financial intermediaries and spheres of influence to develop a network of referrals.

Qualifications/Skills

· Bachelor's degree.

· 3-5 years of investment industry or financial services experience.

· Experience managing 25-50 million in AUM.

· High level of expertise in sales, networking, and relationship building.

· Excellent communication skills--verbal, written, and group presentation.

· Efficient and excellent time management skills.

· Articulate and charismatic, interacts well with people at all levels.

· Highly professional work ethic.

· CFP a plus.

High Payout-Equity Potential
Medical
401K

Job Type: Full-time

Pay: From $1.00 per year

Benefits:

• 401(k)
• Dental insurance
• Health insurance

Compensation package:

• Commission pay

Weekly schedule:

• Monday to Friday

Work setting:

• In-person
• Office

Application Question(s):

• Do you agree to a background check?

Education:

• Bachelor's (Preferred)

Experience:

• Financial services: 3 years (Required)
• Investment management: 3 years (Required)

Ability to Relocate:

• Santa Clara, CA 95054: Relocate before starting work (Required)

Work Location: In person