Proven track record implementing wealth strategies
The role is accountable for meeting revenue goals through acquiring new clients and expanding a book of business in the wealth advisory sector
Job Summary
The role is accountable for meeting revenue goals through acquiring new clients and expanding a book of business in the wealth advisory sector.
Candidates must lead a client relationship team to coordinate solutions for individuals, business owners, and families while prioritizing short and long-term needs.
The position requires adherence to Federal SAFE Act registration requirements and maintaining internal control standards alongside regulatory policies.
Matching Summary
The role is accountable for meeting revenue goals through acquiring new clients and expanding a book of business in the wealth advisory sector.
Salary
Base: $116,400.00 - $194,000.00 Annual (USD); Bonus/Equity: Not specified; Benefits: Not specified
Skills & Requirements
Must-have
7 years financial services sales experience
3 years high net worth client segment experience
Proven track record implementing wealth strategies
Lead client relationship team activities
Manage sales pipeline and prospect opportunities
Nice-to-have
Strong communication and coordination skills
Ability to promote belonging environment
Experience with comprehensive financial planning
Collaborative approach with specialists
Commitment to compliance and risk controls
Key Requirements
Bachelor's degree or 11 years combined education/work experience
Minimum 7 years sales experience in financial services
Minimum 3 years sales experience in high net worth segment