Private Asset Specialist -Series 7 License
Private Asset Specialist -Series 7 License
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USD 120 - 180
1 Vacancy
Job Description
We are looking to hire financial services representative to focus primarily on connecting with clients through phone calls and persuading them to purchase our financial products and services.
To excel in this role you should be comfortable working in a salesdriven environment that relies on phone interactions to generate leads and close deals.
Strong communication analytical and customer service skills are essential for success in this role.
Series 7 Financial License required or willingness to obtain one.
Tasks
Responsibilities:
- Scheduling meetings with clients to discuss their financial needs and goals.
- Collecting pertinent client information to provide investment options that align with clients financial situations.
- Monitoring market conditions to determine how various changes may impact taxes and client investments.
- Developing and sustaining longterm relationships with clients to encourage repeat business and client referrals.
- Interacting with potential clients to inform them of the various financial products and services on offer.
- Suggesting viable solutions to improve clients financial statuses.
- Developing indepth knowledge of our financial products to advise clients accordingly.
Requirements
Requirements:
- Excellent analytical organizational and problemsolving skills.
- Effective communication skills.
- Exceptional customer service skills.
- Series 7 License (Required or Willing to Obtain)
Benefits
Job Type: Fulltime
Pay: $120000.00 $200000.00 per year
Compensation Package:
- Bonus opportunities
- Commission pay
Why Join Us
- Opportunity to work with a dedicated team of financial experts.
- Engage with ultrahighnetworth clients on innovative investment solutions.
- A collaborative work environment focused on professional growth and excellence.
If youre ready to elevate your career in alternative investments and private asset management we invite you to apply. Lets work together to provide unparalleled investment strategies and services to our esteemed clientele.
Employment Type
Full Time
