Firm : Large global portfolio management firm with over 200 billion in assets under management. Each client would have a separately managed portfolio based on their risk tolerance asset allocation and securities preferences.
Fee based platform that offers global portfolio management solutions.
Role : In this home based outside sales role you will be focused on closing leads of high net worth clients that have already expressed interest in investing with this firm and who have over 500k or more to invest.
There is absolutely no cold calling / prospecting in this role and the firm prefers that you just focus on closing the client leads that the firm provides.
A dedicated portfolio management and service team are primarily responsible for the transition and retention of client relationships.
The firm actively markets their services via direct mail internet television advertising and other mediums. The firm receives prequalified responses from interested investors who are willing to have a discussion about moving over their investment portfolio.
Home Office : The firm covers all home office expenses : computer phone scanner printer etc. The firm also covers all travel expenses and gives you an expense account.
Compensation : $100000 base salary to start uncapped commission with average total compensation of $300000 to $500000 and top producers earning $1 million plus.
Compensation includes a base salary uncapped commission. Salary starts at $100000 and gradually declines to $0. However at that point commission increases substantially as you will receive commission on any new sale for a number of years to come.
Benefits : 100% coverage on all health / medical dental & vision care for you and any dependents and 401k matching
Requirements : 7 years experience working as an Investment Advisor or External Wholesaler or similar role & a strong track record of success in sales and bringing in new investment assets to the firm.
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