Firm : Large global portfoliomanagement firm with over 200 billion in assets under management.Each client would have a separatelymanaged portfolio that is custom tailored for that client .
Fee based discretionary managedportfolios. 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 outsidesales role you will be focused on closing leads of high net worthclients that have already expressed interest in investing with thisfirm and who have over $500k to invest.
There is absolutely no coldcalling / no prospecting in this role and the firm prefers that youfocus on closing the leads that the firm provides.
In this role youwould be focused on speaking with the leads meeting with the leadswith the goal of signing this client up toinvest with this firm.
A dedicated portfolio management and serviceteam are primarily responsible for the transition 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 thefirm
Private Client Advisor
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 outsidesales role you will be focused on closing leads of high net worthclients that have already expressed...
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