Firm : Large global portfolio management firm with over 200 billion in assets under management. Each client would have a separately managed portfolio that is custom tailored for that client .
Fee based discretionary managed portfolios. 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 expressed interest in investing with this firm and who have over $500k to invest.
There is absolutely no cold calling / no prospecting in this role and the firm prefers that you focus on closing the leads that the firm provides.
In this role you would be focused on speaking with the leads, meeting with the leads, with the goal of signing this client up to invest with this firm.
A dedicated portfolio management and service team are primarily responsible for the transition and retention of client relationships.
The firm actively markets their services via direct mail, internet, television advertising and other mediums. The firm receives pre-qualified responses from interested investors who are willing to have a discussion about moving over their investment portfolio.
Home Office : The firm covers all home office expenses : computer, phone, scanner, printer, etc. The firm also covers all travel expenses and gives you an expense account.
Compensation : $100,000 salary to start + uncapped commission (average total compensation $300,000-$500,000 and top producers earning $1+ million)
Benefits : 100% coverage on all health / medical, dental & vision care for you and any dependents
Requirements : Must be licensed to manage portfolios that contain individual stocks / bonds (not just mutual funds) for at least 2 out of the past 4 years & a strong track record of success in sales and bringing in new investment 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...
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...
Private Client Advisor
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...
J.P. Morgan Wealth Management - Private Client Advisor - Temecula, CA
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...
J.P. Morgan Wealth Management - Private Client Advisor - Upland, CA
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...
Customer Service Representative Agent Work From Home - Remote Online Panelists
No customer service representative agent experience needed. Customer Service Representative Agent Work From Home - Remote Online Panelists. Customer service representative agent experience is not necessary. If you are a customer service representative agent or someone just looking for a flexible par...
Banking Advisor Trainee- St Catharines Main Branch (37.5 hours/week)
Guided by our purpose: "for every future", we help our customers, their families and their communities achieve success through a broad range of advice, products and services, including personal and commercial banking, wealth management and private banking, corporate and investment banking, and capit...
Junior Account Manager
About the Junior Account Manager Role:. We tackle complex logistics challenges, simplifying the lives of our customers, and our Account Managers are the driving force behind this magic! If you're a motivated, hardworking individual seeking a dynamic and challenging work environment with clear opport...
Financial Advisor in Welland
We are a leading Canadian financial services co-operative committed to being a catalyst for a sustainable and resilient society and our team is essential to deliver on this strategy. ...