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Wealth Manager / Financial Advisor - accounting / finance - job employment

City: New york city
Date: 13 Sep 2018
Category: Accounting & Finance

Watts Capital
New York, NY

Wealth Manager/Financial Advisor

Are you currently at the firm that is the best fit for you and your clients?
Would you consider an opportunity to better serve your clients and grow your practice?

Watts Capital currently seeks five outstanding financial advisors with existing books of business to join the firm as Wealth Managers or Senior Wealth Managers in our New York City headquarters.

• An existing book of business of $15 MM in assets or more.
• A history of building relationships centered on trust, open communication and transparency.
• Curiosity and a commitment to lifelong learning, including staying current on current news and developments and how they affect clients.
• A commitment to excellent client service.
• A demonstrated history of professional success.

• Exceptional income potential
• Comprehensive medical coverage
• Group life and disability income insurance.
• Company 401-K plan

Watts Capital provides investment management, financial planning, wealth management and related financial advisory services to our high-net-worth and ultra-high-net-worth clients.

Our management team brings decades of experience from major firms such as JPMorgan, Merrill Lynch and American Express. That experience translates to better service to your clients and professional growth opportunities for you.

We work with a range of custodians, utilize an advanced technology platform including portfolio management systems, Riskalyze, Emoney, and Morningstar, and have created a well-defined marketing and client service model.

We offer experienced advisors a friendly, team-oriented work environment, comprehensive support, and a well-developed infrastructure that enables each advisor to focus on what they do best.

Most advisors who make the decision to join Watts Capital have two goals:
1) Provide better service to their existing clients.
2) Expand their practices to deliver superior value to a wider range of clients.

We work with each advisor to develop an individual plan to achieve their specific goals. We then deliver resources to help the advisor make those goals a reality. Support we provide includes coaching, marketing support, sales support, closing assistance, and client service.

If you love being a financial advisor but aren't sure that you are currently at the best firm for you and your clients, let's have a conversation. Please email the following:

• A brief cover note on why you are a good fit for the Wealth Manager position.
• Your resume.
• A link to your Linkedin profile.
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