VP of High Net Worth Sales - NYC
صاحب العمل نشط
حالة تأهب وظيفة
سيتم تحديثك بأحدث تنبيهات الوظائف عبر البريد الإلكتروني
حالة تأهب وظيفة
سيتم تحديثك بأحدث تنبيهات الوظائف عبر البريد الإلكترونيالخبرة
4-5 سنوات
الراتب الشهري
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الوصف الوظيفي
VP of High Net Worth Sales
Overview
Calling all financial advisors looking for a role 100% focused on sales: we have a great opportunity for you! As a VP of High Net Worth Sales, you will focus solely on sales without worrying about service requirements. Qualified lead flow is provided so there is no cold calling. Join our clients privately held multi-billion-dollar global investment firm to continue our search of being better, by putting their clients first.
The Opportunity:
This lucrative sales role allows you to manage your business remotely from your home, covering a local territory within driving distance. You will present the firm s wealth management solutions to high-net-worth prospects. You will report to the Director of Private Client Group Sales who will make sure you have all the resources you need for the sales process. You will also be supported by your internal office team, comprised of sales support, client service, marketing and more.
The Day-to-Day:
Call high-net-worth prospects who have requested information from the firm
Meet with prospects to evaluate their personal situation and provide solutions
Educate prospective clients on the firm s services
Help qualified consumers become clients of the firm
Requirements
5+ years of specifically selling to stock market investors
Current Investment Adviser Representative designation, OR FINRA Series 65, OR a combination of FINRA Series 7 & 66, OR qualifying financial professional designations
Experience bringing in new investor business
Experience in high-volume phone activity and in-person meetings
Record of six-figure earnings in each of the past 3 years (pay for production compensation model)
Benefits
100% paid medical, dental and vision premiums for you and your qualifying dependents
A 50% 401(k) match, up to the IRS maximum
9 paid holidays and 8 weeks paid Primary Caregiver Parental Leave
Back-up Child Care Program available, offering up to 10 days annually
A cumulative learning and development framework customized for every employee
5+ years of specifically selling to stock market investors Current Investment Adviser Representative designation, OR FINRA Series 65, OR a combination of FINRA Series 7 & 66, OR qualifying financial professional designations Experience bringing in new investor business Experience in high-volume phone activity and in-person meetings Record of six-figure earnings in each of the past 3 years (pay for production compensation model)
نوع التوظيف
دوام كامل
