The role involves developing a book of business by identifying needs and delivering comprehensive recommendations to high-net-worth clients
Job Summary
The role involves developing a book of business by identifying needs and delivering comprehensive recommendations to high-net-worth clients.
Candidates will receive world-class training and one-on-one coaching from award-winning leadership to build a successful career.
The position offers an annualized salary range of $80,000 to $90,000 plus eligibility for a formulaic incentive plan based on performance metrics.
Matching Summary
The role involves developing a book of business by identifying needs and delivering comprehensive recommendations to high-net-worth clients.
Salary
Base: $80,000.00 - $90,000.00 annualized; Bonus/Equity: Formulaic incentive eligible based on performance; Benefits: Industry-leading benefits and paid time off included
Skills & Requirements
Must-have
Series 7 & 66 licenses required
One year financial services experience
Investment products knowledge
Prospecting and networking skills
Sales environment goal achievement
Nice-to-have
Entrepreneurial mindset
Strong interpersonal relationship skills
Ability to work collaboratively with partners
Adaptability to new technology
Exceptional communication abilities
Key Requirements
Current Series 7 license
Current Series 66 license
Minimum one year financial service industry experience