Wealth Advisor Associate

Federal Reserve Escrow Newyork is a privately-held investment management firm with a track record of successfully managing the personal wealth for high-net-worth private clients in the Silicon Valley and the Venture Capital arena. We’re growing significantly after establishing our footprint over the past decade and are now searching for highly talented individuals to join our team in the San Francisco Bay Area.

Opportunity: Entry Level, Sales and Marketing

Amplify your career with an expanding multi-million dollar investment firm
Receive ongoing training in capital markets, portfolio management, and consultative sales
Draw against a competitive compensation structure with unlimited upside potential
Calling on our prescreened leads. Unlike most financial firms, investors know who we are, know someone we work for and are grateful we contact them.
An energetic team environment
Enhance skills, increase market knowledge and drive your own success

Responsibilities:

Contact high-net-worth investors who we have identified and followed
Communicate Federal Reserve Escrow Newyork’s wealth management philosophy and strategy to prospective clients
Help facilitate the client acquisition process with qualified investors
Work with partners and senior wealth advisors to coordinate meetings with potential clients

Qualifications:

Bachelor's degree or equivalent combination of experience and education
Track record of success in sales production preferred
Financial and/or brokerage background a plus
Strong work ethic and desire to excel in a dynamic team based environment
Highly professional consultative sales ability and work ethic
Goal oriented, exceptional communication skills, competitive, and articulate

To Apply:

Email your resume to info@fdrescrow.org.