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Posted: Monday, October 30, 2017 6:32 AM

Job Description:/h3:
COMPANY: Alpine Private Capital, LLC is a valuation based investment management firm which serves high net worth individuals and local foundations and endowments. Alpine is headquartered in St. Louis, MO. For additional information, apc:invest.
OVERVIEW: Alpine Private Capital is hiring a Private Client Advisor to grow and manage its direct private client business. Alpine offers Private Client Advisors a culture of ethics, integrity, and excellence, a unique client value proposition, an excellent investment record, and a generous compensation structure for successful Advisors. Alpine seeks a Private Client Advisor with impeccable character, a strong belief in value based investment principles, the ability to inspire trust and confidence, and a passion for excellence in client service. The successful candidate must be able to demonstrate a history of identifying qualified prospective investors and converting them into clients.
RESPONSIBILITIES: Working directly with Alpine Private Capitals President and the Advisory Team, the Private Client Advisor will assume the following responsibilities:
* Identify and contact qualified high net worth prospects (at least 3mm in investable assets) and successfully convert them into clients of the firm.
* Effectively communicate the investment principles, policies, process and performance of Alpines investment strategies and services.
* Review the circumstances, objectives, and preferences of high net worth families and develop effective asset allocation and investment strategies.
* Advise high net worth families on all aspects of their wealth structure and related planning in consultation with other professionals (e.g. CPAs, attorneys, etc.).
* Work with the President and Advisory Team to develop a successful marketing and sales strategy to achieve asset growth objectives.
* Help to continue the build:out and evolution of the platform for client sales and service including a
creative/consultative role in policies, procedures, and technology development.
* Consult in the ongoing development of marketing materials.
QUALIFICATIONS: The successful candidate will be a highly energetic, focused and tenacious investment professional with 3+ years of successful private client advisory experience. Other qualifications include:
* Strong belief in valuation based approach to investing
* Proven ability to build credibility and confidence with sophisticated high net worth clients with 3 million and greater in investable assets.
* Very thorough knowledge of financial markets and investment strategies and the ability to influence sophisticated investors with financial market and investment acumen.
* Established working knowledge of wealth management topics including estate planning, tax planning, IRAs, college savings plans, etc.
* Extremely positive outlook on life and a sincere desire to persistently seek solutions rather than focus on obstacles.
* Strong knowledge and command of Excel is a plus.
* Demonstrated success working both independently and in a team environment.
* MBA and/or CFA/CFP preferred.
COMPENSATION: Competitive compensation including incentive compensation commensurate with qualifications and performance.
Company Description:/h3:
COMPANY: Alpine Private Capital, LLC is a valuation based investment management firm which serves high net worth individuals and local foundations and endowments. Alpine is headquartered in St. Louis, MO. For additional information, apc:invest.

Source: https://www.tiptopjob.com/jobs/73962406_job.asp?source=backpage


• Location: St. Louis

• Post ID: 34854732 stlouis
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