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
Main selling feature is that clients would hold a truly globally diversified portfolio of individual stocks and bonds (not limited to North American equities and bonds). Role: In this home based outside sales role, you will be focused on closing leads of high net worth clients that have already...
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As a Private Client Advisor in Chase Wealth Management, you will offer comprehensive financial planning and advice to individuals and families. Demonstrated success in client acquisition, cultivating and maintaining client relationships, and integrating with key partners. Morgan Wealth Management is...
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Firm: Large global portfoliomanagement firm with over 200 billion in assets under management.Fee baseddiscretionary managed portfolios.North American equitiesand bonds).Role: In this home based outsidesales role you will be focused on closing leads of high networth.There is absolutely nocold calling...
Private Client Advisor
Main selling feature is that clients would hold a truly globally diversified portfolio of individual stocks and bonds (not limited to North American equities and bonds). Role: In this home based outside sales role, you will be focused on closing leads of high net worth clients that have already...
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Main selling feature is that clients would hold a truly globally diversified portfolio of individual stocks and bonds (not limited to North American equities and bonds). Role: In this home based outside sales role, you will be focused on closing leads of high net worth clients that have already...
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