Regional Vice President Of Wealth Sales

Job summary
Home based outside sales role focused on closing leads of high net worth clientsNo cold calling/prospecting, just focus on closing client leads provided by the firmFirm actively markets services via various mediums and receives pre-qualified responses
Job seniority: mid-to-senior level
Responsibilities
• Closing leads of high net worth clients• Working with a dedicated portfolio management and service team• Transitioning and retaining client relationships
Requirements
• 7+ years experience as an Investment Advisor or External Wholesaler• Strong track record of success in sales and bringing in new investment assets
Benefits
• 100% coverage on health/medical, dental & vision care• 401k matching