Vice President, Business Development (closed)
This is a very unique, high end and polished firm that prides itself in doing what is best for the client and having the best in class resources to do so. They can provide uncommon solutions for some of the most HNW/UHNW clients out there. Its a great chance to get in with a firm that is in a different league and provide the kind of client service and deliver on services that most organizations only wish they could do.
Services they can provide:
1) Life Insurance Portfolio Management 4) Investment Management
2) Wealth Transfer Strategies 5) Financial Planning
3) Charitable Planning Strategies 6) Retirement 401k planning
Our client has been in planning as a firm for over 70 years and provide clients with the design and execution of Wealth Transfer strategies, business succession, charitable planning as well as investment management. Their talented team consists of JD's CPA's, LLM's CLU's that can provide some of the most comprehensive planning, including advanced estate planning, wealth preservation, tax planning and asset management that is geared to protect assets while looking for a reasonable return. They are very prestigious and highly regarded among their peers in the industry as well as the principals, which among them has a blog for Forbes magazine as well as being frequently interviewed for The WSJ and other financial media.
This is a unique opportunity to join a firm that is growing as they are looking for someone who can continue to develop the market. The opportunity provides this person a chance to be extremely entrepreneurial without harboring all of the risk. It would involve branding, and developing the company in the market and growing a base of clients that would have access to second to none resources. There would be a great deal of support to grow the business from an office, expense account to entertain prospects and marketing along with other material one might need to really build and develop a market. The firm also has strategic partnerships with Law firms and some other large financial institutions for the opportunity to cross sell business with.
Please contact me for more details. Jeff@westportone.com