Global Accounting and Finance Manager

Firm: Large global portfolio management firm with over 200 billion in assets under Each client would have a separately managed portfolio based on their risk tolerance, asset allocation and securities Fee based platform that offers global portfolio management

Role: In this home based outside sales role, you will be focused on closing leads of high net worth clients that have already expressed interest in investing with this firm and who have over 500k or more to There is absolutely no cold calling/prospecting in this role and the firm prefers that you just focus on closing the client leads that the firm

A dedicated portfolio management and service team are primarily responsible for the transition and retention of client

The firm actively markets their services via direct mail, internet, television advertising and other The firm receives pre-qualified responses from interested investors who are willing to have a discussion about moving over their investment

Home Office: The firm covers all home office expenses: computer, phone, scanner, printer, The firm also covers all travel expenses and gives you an expense

Compensation:$100,000 base salary to start + uncapped commission, with average total compensation 300-350k and top producers earning $1 million ;

Compensation includes a base salary + uncapped Salary starts at $100,000 and gradually declines to $ However, at that point commission increases substantially as you will receive commission on any new sale for a number of years to

Benefits: 100% coverage on all health/medical, dental & vision care for you and any dependents and 401k matching

Requirements: 7+ years experience working as a Investment Advisor or External Wholesaler or similar role & a strong track record of success in sales and bringing in new investment assets to the