VP, Private Client Group

This is a fully remote position, open to applicants in United States.

📋 Description

• Oversee business operations remotely from home while managing a local territory within driving distance.

• Present wealth management solutions to affluent prospects.

• Engage with and secure qualified leads from high-net-worth individuals looking to invest $500k or more.

• Meet with potential clients to assess their individual circumstances and offer tailored solutions.

• Inform prospective clients about the firm’s offerings.

• Guide qualified consumers in transitioning to clients.

• Collaborate with the internal portfolio management and service teams, which include sales support, client service, and marketing.

• Report directly to the Director of Private Client Group Sales.

• Utilize provided resources and support throughout the sales journey.

⛳️ Requirements

• 5 to 7 years or more of experience selling to stock market investors within the financial sector.

• Current Investment Advisor Representative designation, OR Series 65, OR a combination of FINRA Series 7 and Series 66, OR equivalent financial professional designations.

• Significant experience in acquiring new investor business.

• Proven experience with high-volume phone interactions.

• Background in conducting face-to-face meetings.

• Experience as an investment advisor or external wholesaler.

• Strong sales performance record and success in attracting new investment assets.

• Consistent achievement of six-figure earnings over the last three years.

• Capability to work remotely from home while managing a local territory within driving distance.

🏝️ Benefits

• Starting base salary of $100,000, with a gradual decline to $0.

• Uncapped commission potential.

• Compensation includes a percentage of the estimated first year’s management fees along with trailers for new business closed.

• Average total compensation ranges from $300,000 to $350,000.

• Top performers earning $1 million or more annually.

• Comprehensive medical, dental, and vision premiums fully covered for you and qualifying dependents.

• 50% 401(k) match, up to the maximum allowed by the IRS.

• 8 weeks of Paid Primary Caregiver leave.

• Adoption assistance available.

• Back-up childcare services provided.

• Expense account covering all home office and travel expenditures.

• Provision of computer, phone, scanner, printer, and other necessary equipment.