Firm : Large global portfoliomanagement firm with over 200 billion in assets under management.Each client would have a separately managed portfolio that iscustom tailored for that client .
Fee baseddiscretionary managed portfolios. Main selling feature isthat clients would hold a truly globally diversified portfolio ofindividual stocks and bonds (not limited to North American equitiesand bonds).
Role : In this home based outsidesales role you will be focused on closing leads of high networth clients that have already expressed interest in investing withthis firm and who have over $500k to invest.
There is absolutely nocold calling / no prospecting in this role and the firm prefers thatyou focus on closing the leads that the firm provides.
In this roleyou would be focused on speaking with the leads meeting with theleads with the goal of signing this client up to invest with this firm.
A dedicated portfoliomanagement and service team are primarily responsible for thetransition and retention of client relationships.
The firm actively markets theirservices via direct mail internet television advertising and othermediums. The firm receives prequalified responses from interestedinvestors who are willing to have a discussion about moving overtheir investment portfolio.
Home Office : The firm covers all homeoffice expenses : computer phone scanner printer etc. The firm alsocovers all travel expenses and gives you an expenseaccount.
Compensation : $100000 salary tostart uncapped commission (average total compensation$300000$500000 and top producers earning $1million)
Benefits : 100% coverage on allhealth / medical dental & vision care for you and anydependents
Requirements : Must be licensed tomanage portfolios that contain individual stocks / bonds (not justmutual funds) for at least 2 out of the past 4 years & astrong track record of success in sales and bringing in newinvestment assets to the firm.
Private Client Advisor
Each client would have a separately managed portfolio that iscustom tailored for that client. Main selling feature is that clients would hold a trulyglobally diversified portfolio of individual stocks and bonds (notlimited to North American equities and bonds). Role: In this home based outside sales...
Commercial Account Manager
Overseeing and mentoring account managers, account associates, and account assistants including helping their career development by supporting them to attend client meetings as appropriate;. Account Manager, Commercial Insurance. The Account Manager is an expert advisor responsible for managing a bo...
Sales Development Representative
The Sales Development Representative will be responsible for inside sales, communication, and business development. This is a full-time remote role for a Sales Development Representative at Wall Street Oasis, but we are targeting finance recruiters since it's a great match for what we need. If you a...
Customer Service Representative- Work From Home
Handle incoming customer service calls. Accept customer calls and return customer. This position will work with multiple clients throughout the day providing outstanding service and product knowledge. Dispatch incoming customer phone calls. ...
Commercial Sales Associate
The disclosed range estimate has not been adjusted for the applicable geographic differential associated with the location at which the position may be filled. Ensure high levels of customer satisfaction through excellent sales service. Process sales transactions accurately and consistent with polic...
Administrative Assistant Admin Work From Home - Part Time Focus Group Panelists
No Administrative Assistant admin experience needed. Administrative Assistant Admin Work From Home - Part Time Remote Focus Group Panelists. Administrative assistant admin experience is not necessary. If you are an administrative assistant or someone just looking for a flexible part time remote work...
First Nations/Metis/Inuit, Financial Advisor, Retail Sales - Prairies Region
Title: First Nations/Metis/Inuit, Financial Advisor, Retail Sales - Prairies Region. ...
Senior Financial Analyst - 6 Month Contract
Our client is sourcing for a Senior Financial Analyst for a 6-Month Contract. Assists with the preparation of working papers, schedules and reports of financial results to internal departments, external auditors and government funding agencies. Financial statement preparation. ...
Client Advisor, Auto Insurance
Client Advisor, Auto Insurance. Treated with respect and act with integrity by putting clients, colleagues, and community first. This role’s purpose is to advise, explain, promote and sell insurance policies to ensure Acera clients are correctly insured. If you thrive on a high pace and keeping clie...
Sr. Financial Advisor-MFDA/AMF
As a Senior Financial Advisor in the Imperial Service Team, you’ll expertly deliver on CIBC’s Imperial Service approach, taking responsibility for a large portfolio and helping clients plan for today’s needs and tomorrow’s goals. As a member of the Personal and Business Banking Team, you’ll manage a...