Dani Piper Email and Phone Number

Advisor RecruiterSchechter Wealth is growing, and we’re looking for Investment Advisors to join our team to assist high-net-worth clients with their financial goals. We are eagerly looking for experienced professionals that would find value in an independent, “boutique like” firm that has a proven record of offering a high level of expertise and concierge service to their clients. The Investment Advisor is responsible for developing new business through prospecting, meeting with qualified prospects, enrolling new clients, and placing business. He or she will manage and deepen relationships with established clients through regular communication, service, and investment portfolio management. PREFERRED QUALIFICATIONS CFP and/or CFA preferred Securities license(s) – i.e. Series 65 and/or 66 Advanced degree in business or related fields Accounting or legal experience High ethical standards Ambitious, motivated by challenge, and results driven Quick study, focused, and thrives in a fast-paced environment Loyal, stable, and dependable Consistently proactive and positive Very strong communication and interpersonal skills Able to effectively and efficiently organize, prioritize, and manage clients, team members, and work Strong problem-solving, writing, and presentation skills Able to anticipate client wants and needs Familiar with calendaring and managing tasks using Microsoft Outlook along with general knowledge in both Word and Excel Candidates must have excellent references and corporate background. In addition, each candidate’s regulatory backgr http://schechterwealth.com/wp-content/uploads/2014/09/Join-The-Team-Page-Investment-Advisor.pdf