VP Private Client Group - Baltimore

Regional Vice President of Sales

Our client a highly respected feeonly portfolio management and fiduciary firm with over $200 billion in assets under management is looking for qualified financial professionals to join their firm as a Regional Vice President of Sales. As a Regional Vice President of Sales you will be in a lucrative 100% salesfocused role without having to focus on service requirements you will be provided qualified lead flow to eliminate cold calling to put our client s highnetworth clientele first.

ABOUT THE ROLE

• Manage your business remotely from home to cover a local territory within driving distance to present our client s wealth management solutions to highnetworth prospects you will be provided an expense account by our client with all home office and travel expenses covered which includes a computer phone scanner printer and any other essential expenses needed
  
• Call and close qualified leads of highnetworth prospects that have expressed interest in investing with our client who have assets of $500k or more to invest
  
• Meet with prospects to evaluate their personal situation and provide solutions as well as educate prospective clients on the firm s services
  
• Assist qualified consumers to become the firm s clients you will be supported by an internal dedicated portfolio management and service team inoffice comprised of sales support client service and marketing team which actively markets their services via direct mail internet television advertisements and other mediums to receive prequalified responses from interested investors who want to discuss moving over their investment portfolios
  
• Report to the Director of Private Client Group Sales who will provide the required resources you need to be successful within the sales process
  

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 highvolume phone activity and inperson 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 sixfigure earnings in each of the past 3 years (pay for production compensation model)
  

Benefits

• Commission/variable paybased position$100000 base salary to start with a gradual stepdown decline to $0 plus uncapped commission that will increase substantially with commissions on any new sale for years to come; compensation includes a percentage of estimated first year s management fees plus trailers for new business closed with an average total compensation of $300000 to $350000 and top producers earning $1 million or more
  
• 100% paid medical dental and vision premiums for you and qualifying dependents
  
• A 50% 401(k) match up to the IRS maximum
  
• Family Support programs including 8 weeks Paid Primary Caregiver leave adoption assistance and backup childcare
  

OUR CLIENT IS AN EQUAL OPPORTUNITY EMPLOYER