UHNW and Retirement Plan sales

Company DescriptionGranite Group Advisors is a Private Wealth Advocate for the families, endowments, foundations and a full fiduciary to corporate retirement plans, with over 30 years of experience challenging traditional Wall Street wealth management by prioritizing transparency, client control, and customized portfolio creation. Founded by professionals with over 100 years of combined financial expertise, the firm operates on a client-first philosophy, avoiding conflicts of interest and ensuring access to top-tier investment opportunities. The firm's innovative approach, rigorous manager evaluation, and elimination of hidden fees underscore its trust-driven mission.Role DescriptionThis is a full-time role for a UHNW and Retirement Plan Sales professional based in the New York City Metropolitan Area. The role involves building relationships with ultra-high-net-worth individuals, families, and retirement plan sponsors to deliver customized retirement and investment solutions. Responsibilities include developing and executing sales strategies, conducting client meetings, managing relationships, and enhancing business development. The role combines in-office work with flexible remote opportunities.QualificationsRelevant certifications such as CFP, or equivalent are a plusMust have an existing experienceIn-depth knowledge of Retirement Planning IN-depth knowledge of Qualified Retirement PlansStrong financial acumen and understanding of investment conceptsProven experience in client relationship management and business developmentEffective communication and presentation skills to engage with discerning clientsAbility to work collaboratively in a hybrid work environmentMust initiate, be detailed