VP Private Client Group - Baltimore
VP Private Client Group - Baltimore
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4-5years
Not Disclosed
Salary Not Disclosed
1 Vacancy
Job Description
Regional Vice President of Sales
Our client a highly respected fee-only 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% sales-focused role without having to focus on service requirements you will be provided qualified lead flow to eliminate cold calling to put our client s high-net-worth 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 high-net-worth 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 high-net-worth 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 in-office 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 pre-qualified 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 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 (pay for production compensation model)
Benefits
- Commission/variable pay-based position--$100000 base salary to start with a gradual step-down 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 back-up childcare
OUR CLIENT IS AN EQUAL OPPORTUNITY EMPLOYER
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 (pay for production compensation model)
Employment Type
Full Time
