*New Search Assignment: Investment Consultant, Financial Advisor - Private Wealth Management

Located in most major cities throughout the US. For a leading global asset management company, the role of the Investment Consultant is to: 1) identify and cultivate private wealthy clients including individuals, families, foundations, endowments and business owners; 2) attract and generate new assets to manage; 3) advise clients on investment strategies to preserve and increase wealth; and 4) develop and maintain successful long-term client relationships. Compensation includes a base salary plus commission with unlimited upside and earnings potential. The Investment Consultant is supported by a talented administrative team as well as exceptional Portfolio Managers who oversee a diverse group of funds. A comprehensive training program includes obtaining the Series 7 and 66 licenses. Please Note: Financial industry experience is NOT required! The ideal candidate will: 1) be currently residing in a major metro region; 2) have over five years successful outside sales experience from ANY industry; 3) be very charismatic and engaging with exceptional social skills; 4) enjoy networking, meeting new people and community activities; and 5) have a sincere interest in the investment industry. Entrepreneurs are encouraged to apply! US Permanent Residency or Citizenship required. If interested, please contact Audrey Lynn through the Contact Us page.

*Typical Search Assignments
Institutional Equity Sales
Sell-Side Equity Analyst
Buy-Side Equity Analyst
Investment Strategist
Director, Strategic Planning
Strategy Consultant
Director, Business Development
Manager, Internal Consulting
Financial Advisor, Wealth Management
Manager, Strategic Sourcing
Regional Relationship Manager
Director, Banking Operations
*Diversity Initiatives

We deliver a well-balanced panel of exceptional candidates with each search assignment. Since inception, Latham Executive Search has placed outstanding diverse individuals in a wide range of positions and industries. Our diversity efforts reflect our commitment to produce exceptional candidates regardless of race, color or gender. Over 40% of our placements are women and minorities.