Job Summary

• Engage with high-net-worth individuals by introducing Focus Partners Wealth, using thoughtful conversations to understand their goals, introduce tailored solutions, and connect them with our wealth advisor team.
• You will play a key part in client engagement and onboarding, partnering within the Client Development team to manage digitally sourced opportunities and deliver a seamless, high-quality experience at every stage of the prospect journey.
• Your compensation is largely based on AUM growth, under a tiered payout model based on net revenue for every new client you bring on, with uncapped growth-related compensation and average earnings ranging from $200,000 – $500,000 annually.

Matching Summary

Salary

Base: $100,000 – $150,000; Bonus/Equity: AUM growth based tiered payout model ($200,000 – $500,000 annually average); Benefits: Not specified

Skills & Requirements

Key Requirements

• 5+ years of professional experience
• Bachelor's degree required
• Proficiency with Salesforce
• Strong track record of achieving results

Work Rights