| Position Type | Part-Time |
| Company Information | Open to discussion on the role for like minded
people who believe the financial advisory business has changed and understand that wealth management includes managing ST cash and liabilities and not just liquid assets. |
| Position Information | Banking experience, capital raising, build out of
internet banking system. |
| Expertise Desired | Business Development Executive Management Finance |
| Position Industry | Accounting / Finance |
| Compensation | 0 - 0 Salary + Equity |
| Compensation Negotiable |
| Company | Start up Bank - |
| Primary Industry | Banking / Mortgage |
| Description | I am interested in starting a bank to service the
independent financial advisor market. The goal would be to use the advisor as the distribution model. I have significant experience selling to FAs at large national Broker/dealers and recent events create significant opportunity. Review of ML/SB/UBS/MS financials will show they make all money off of pretty simple banking products (deposits, securities based loans and mortgages) Goal would be to create model similar to investment advisory that is focused on what is best for client not advisory firm. Need help with business plan, raising capital. Would prefer someone with experience in Bank start up or broker dealer owned bank including ILBs. |
| Company Status | |
| Website |
| Expiration Date | 7/13/2009 1:18:34 PM |
| Start Date | |
| Posted By |
