Firm : Large global portfoliomanagement firm with over 200 billion in assets under management.Each client would have a separately managed portfolio based ontheir risk tolerance asset allocation and securities preferences.
Fee based platform that offers global portfolio managementsolutions.
Role : In this home based outsidesales role you will be focused on closing leads of high net worthclients that have already expressed interest in investing with thisfirm and who have over 500k or more to invest.
There is absolutelyno cold calling / prospecting in this role and the firm prefers thatyou just focus on closing the client leads that the firmprovides.
A dedicated portfoliomanagement and service team are primarily responsible for thetransition and retention of clientrelationships.
The firm actively markets theirservices via direct mail internet television advertising and othermediums. The firm receives prequalified responses from interestedinvestors who are willing to have a discussion about moving overtheir investment portfolio.
Home Office : The firm covers all homeoffice expenses : computer phone scanner printer etc. The firm alsocovers all travel expenses and gives you an expenseaccount.
Compensation : $100000 base salary tostart uncapped commission with average total compensation of$300000 to $500000 and top producersearning $1 million plus.
Compensation includes a basesalary uncapped commission. Salary starts at $100000 and graduallydeclines to $0. However at that point commission increasessubstantially as you will receive commission on any new sale for anumber of years to come.
Benefits : 100% coverage on allhealth / medical dental & vision care for you and anydependents and 401k matching
Requirements : 7 years experienceworking as an Investment Advisor or External Wholesaler or similarrole & a strong track record of success in sales andbringing in new investment assets to thefirm.
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