If you are interested in discussing any opportunities please send us a time and day and we will arrange our schedule accordingly.
Our contact information is listed below;
Phone: 864-328-3847 or 919-522-0237
CRW-Consultants, Inc. Positions
Are you looking for an exciting career in Banking or Investments? At Crw-Consultants, Inc. we can help you find your next job. If you are a producing Financial Advisor, Income Advisor, Wealth Manager, or Private Banker, Compliance Officer,Sr Vice President we can help in your search.
Crw-Consultants, Inc. will dedicate.one person that will put a team around you that can make a big impact for you. We take the smartest and most passionate people we can find and put them in an environment where they can thrive.
The Client Advisor is responsible for market development and relationship management in the target region of the Latin American Wealth Management International business out of Miami. Focused in one of the following markets (Mexico, Colombia, Ecuador and Chile).
Requirements for Success
Proven track record of building a book of business and developing existing clients.
Minimum of 10 years experience in private wealth management and 8 years managing existing book of business.
Current book size of approximately $100 million
NASD licenses 7 & 66 preferred.
Bachelor’s degree in Business or Finance.
Currently residing in Miami or willing and able to relocate to Miami
As a financial advisor who has a strong belief in INCOME INVESTING, our client would like to speak with you. They have the entire package of investment offerings; they specialize in INCOME INVESTING and provide direct access to trading, research, and credit analysis capabilities, as well as new issue financing originated by THE COMPANIES investment bankers.
They offer the following to qualified advisors:
1)A culture of partnership and support 2)Full benefits, including 401(k), medical and dental
3) The ability to support your transition to our firm
4) High Payout and transition packages
You must have the following qualifications
1) Minimum 300K trailing twelve production
2) Minimum 25m transferable assets under management
3) Minimum 65-70% fee based business
We have several openings in banks, boutique firms and regional brokerage companies through out the USA and Europe.
In the USA you need your Series 7 license and or 63,65 and a transferable book of business.
In Europe you need the country licenses and a transferable book of business.