Financial Advisor - High-Net-Worth Client Acquisition

Industry: Private

Employment Type:- Full Time

Work Hours:-  8 Hours

Locations:- USA

Full Job Description:-

If you are someone with a proven track record of converting prospects into clients, the firm we are sourcing for has an established scalable infrastructure in place to leverage your time and talent. The firm provides and screens leads to provide you confirmed appointments with qualified prospects. Right now, they have more appointments than they can handle, and need you so that we can continue to grow! 

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Your Mission:

• Convert Prospects: Leverage your sales expertise to turn leads into clients.
• Build Relationships: Foster deep connections with clients (without the administrative hassle).
• Achieve Targets: Exceed ambitious client acquisition goals with our consistent pipeline.

The Firm’s Support:

• Marketing and Prospecting: the team generates qualified leads tailored to your expertise.
• Appointment Setting: they schedule meetings with qualified potential clients, saving you time and effort.
• Client Servicing: Their dedicated support staff handles administrative tasks, and our team of financial experts puts together the financial plans, ensuring you have more time to focus on client acquisition and relationships.

Requirements:

• Proven Sales Record: Minimum 2 years of experience in the financial services industry.
• High-Net-Worth Expertise: Deep understanding of the unique needs of affluent clients.
• Exceptional Sales Skills: Proven ability to build rapport, articulate value, and close deals.
• Series 65 OR Series 66 OR CFP OR CFA

Benefits:

• Competitive Compensation: Base salary plus uncapped commission potential.
• Comprehensive Benefits: Health, dental, vision, disability, life insurance, and 401k.
• Career Growth: Opportunities for advancement within a dynamic and supportive firm.