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About the Role
This is a lucrative, 100% sales-focused role for qualified financial professionals. You will present wealth management solutions to high-net-worth prospects, with provided qualified lead flow and no service requirements. An expense account, computer, phone, and other essential office supplies will be provided.
Responsibilities
- Manage your business remotely from home to cover a local territory.
- Present wealth management solutions to high-net-worth prospects.
- Call and close qualified leads of high-net-worth prospects with $500k or more to invest.
- Meet with prospects to evaluate their personal situation, provide solutions, and educate them on the firm’s services.
- Assist qualified consumers in becoming clients, supported by an internal dedicated team.
- Report to the Director of Private Client Group Sales for necessary resources.
Requirements
- 5 to 7 years or more of selling to stock market investors within the financial industry.
- Current Investment Advisor Representative designation, OR Series 65, OR a combination of FINRA Series 7 and Series 66, OR qualifying financial professional designations or equivalents.
- Extensive experience with bringing in new investor business, high-volume phone activity, and in-person meetings, working as an investment advisor or external wholesaler with a strong track record of success in sales and bringing in new investment assets.
- Record of six-figure earnings in each of the past 3 years.
Skills
- Sales
- Financial Industry
- Investment Advising
- Client Relationship Management
- Lead Generation
- Closing Deals
Location
- Remote (local territory within driving distance)
Work Type
- Remote
- Full-time
Experience Level
- 5-7 years
- Senior
Salary/Compensations
- $100,000 base salary to start with a gradual step-down decline to $0
- Uncapped commission
- Average total compensation of $300,000 to $350,000
- Top producers earning $1 million or more
Benefits
- Commission/variable pay-based position
- 100% paid medical, dental, and vision premiums for employee and qualifying dependents
- 50% 401(k) match, up to the IRS maximum
- Family Support programs, including 8 weeks Paid Primary Caregiver leave, adoption assistance, and back-up childcare
About the Company
- Highly respected fee-only portfolio management and fiduciary firm.
- Over $200 billion in assets under management.
- Markets services via direct mail, internet, television advertisements, and other mediums.
Equal Opportunity
- Our client is an equal opportunity employer.