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Job Details

Senior V.P. Investments

Job Summary

  • Company: GunnAllen Financial
  • Location: New York, New York (Wall Street)

Job Description

Located in NYC, this GunnAllen Financial branch office was
founded to provide financial products and services for private
families and individuals. The mission soon grew to include
institutional asset management, but private clients remained a
central focus for our firm.

Wealth Management, NY

The Wealth Manager is a critical position: he or she plays the
central role in cultivating new clients and advising existing
ones. The Financial Advisor is central to our selling team and is
a main contributor to the firm.

The role of the Advisor is to understand the needs of clients
and guide them in making proper portfolio allocations.
Moreover, Advisors help clients address critical planning issues,
such as transferring wealth.

To be successful, an Advisor must:
- Build deep relationships with a range of clients - Establish
credibility as a source of trustworthy advice
- Cultivate relationships with third party referral sources,
e.g., attorneys, accountants
- Excel at building a business
- Demonstrate excellence at client service

- Sales is the ideal background, successful Advisors have
also come from accounting, law, consulting, and commercial
real estate
- Highly networked & motivated and have a strong
entrepreneurial spirit
- Client presentation skills and experience
- MBA is a plus
- Will need to have or be able to complete Series 65 or 7
and 66 exam

GunnAllen Financial

Candidates interested in applying to this role should e-mail