VP Private Client Group Nationwide

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 requirementsyou will be provided qualified lead flow to eliminate cold calling to put our clients 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 clients wealth management solutions to high-net-worth prospectsyou 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 firms services
  
• Assist qualified consumers to become the firms clientsyou 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
  

• 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)
  

• 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 years 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