FINANCIAL INVESTMENT SALES EXECUTIVE |Tampa, Florida
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Job Location:
Monthly Salary:
Posted on:
4 days ago
Vacancies:
1 Vacancy
Job Summary
If youve built relationships with affluent clients and know how to generate new business this is a serious opportunity to level up.
Were partnered with a premier global asset management firm seeking a Financial Investment Sales Executive / Wealth Management Advisor.
What Youll Do
- Develop new client relationships through networking and referrals
- Work with high-net-worth / affluent clients
- Build and grow a strong book of business
- Leverage centers of influence to drive new opportunities
- Maintain and deepen existing client relationships
Qualifications :
What You Need
- 5 years in financial services sales or wealth management
- Proven track record of new client acquisition
- Experience working with affluent or high-net-worth clients
- Background with a major financial firm or banking institution
- Must be based in the local market
Additional Information :
The Real Scoop:
Why This Role
- Top-tier global firm with strong brand recognition
- Base salary $175K$250K
- No overnight travel
- Strong internal support and training
CTA
If youre producing but want a stronger platform behind you lets talk.
Careers
Remote Work :
No
Employment Type :
Full-time
About Company
CRD Careers brings over 20 years of expertise in leadership, mentoring, and talent acquisition to this passion-driven mission. Our goal is not only to break down gender and racial barriers but to empower organizations of all sizes with a Creative, Resourceful, and Diverse approach.At ... View more
