Employer Industry
Asset Management
Why consider this job opportunity
- Competitive compensation package with bonus plan
- Base salary for Maryland-based candidates is $100,000, with potential for additional cash incentives
- Generous PTO and competitive benefits
- 401k with 5% company match plus annual performance-based discretionary contribution
- Opportunities for professional development through tuition reimbursement and mentorship programs
- Remote position based out of the DC Metro Area
What to Expect (Job Responsibilities)
Build relationships and increase assets of assigned Wealth Management clients through proactive outreach and consultative supportDevelop and implement marketing plans for assigned clients in collaboration with marketing and communications teamsAssist in the timely dissemination of sales information and maintain sales activity historyParticipate in various regional and national conferences to enhance client engagementMaintain current knowledge of the employer's investment management and industry developmentsWhat is Required (Qualifications)
Five+ years of sales experience, ideally in financial servicesSeries 7 and 63 licensesBachelor's degree or equivalent experience in a related fieldProven interpersonal, investment analysis, and communication skillsSolid understanding of Microsoft Office, Morningstar Principia, Zephyr StyleAdvisor, MS Outlook, Salesforce CRM software, and Market Metrics dataHow to Stand Out (Preferred Qualifications)
Ten years of financial industry experience, ideally within asset managementExperience with all distribution channels, including RIAs, independent and regional broker dealers, and wire housesWe prioritize candidate privacy and champion equal-opportunity employment. Central to our mission is our partnership with companies that share this commitment. We aim to foster a fair, transparent, and secure hiring environment for all. If you encounter any employer not adhering to these principles, please bring it to our attention immediately.
We are not the EOR (Employer of Record) for this position. Our role in this specific opportunity is to connect outstanding candidates with a top-tier employer.
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