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Posted: Sunday, March 4, 2018 2:26 PM

Job Description
Financial Advisors secure, develop and manage relationships with high net worth individuals, their families, and foundations. They also assist clients with building and preserving their financial wealth by creating and implementing long:term asset allocations within the context of each clients particular risk tolerance, and by providing access to innovative investment ideas and opportunities.

Advisors not only deliver a high level of customized service and an unparalleled investment platform, but also serve as their clients bridge to the full service offerings of VIMA and beyond, which may include tax and estate planning, philanthropic planning, and accounting services.


Proven ability to engage with and influence others
Exceptional interpersonal and relationship building skills
Effective communication skills (written and verbal)
Proven ability to quickly build trust and credibility
Proven ability to assess needs of clients and recommend appropriate
Proven ability to work collaboratively on a team and with key partners
Proven ability to listen and probe for clarity and understanding
Goal and results oriented
Ability to source clients through prospecting and networking

1. Continue to develop and cultivate your client base with current and prospective clients.
2. Consistently meet or exceed the needs of current and prospective clients.
3. Tailoring products to client needs as well as assuming responsibility for the appropriateness of all products sold to customers.
4. Comply with all industry rules and regulations.
5. Ability to utilize data, market trends, and industry knowledge to develop and implement a personal business and marketing strategy for new and existing client relationships.
6. Meet clients inside and outside of the office to establish client needs and recommend appropriate strategies.
7. Demonstrate outstanding client service and support by continuing to assist current clients achieve their changing financial objectives


• Location: Detroit

• Post ID: 47149112 detroit is an interactive computer service that enables access by multiple users and should not be treated as the publisher or speaker of any information provided by another information content provider. © 2018