Advisor Sales Associate
- Austin, TX
- Full-Time
- Sales
- Advisor Sales Associate
About Zoe
Zoe is the fin-tech start-up set to transform wealth management. The firm has a strong leadership team with over 15 years of industry experience at firms like Morgan Stanley, JP Morgan Stanley, and Learnvest.
Zoe is backed by $16M from the largest venture capital firm in the world Softbank as well as top operators at the largest investment firms in the world (JP Morgan & Blackrock) and largest marketplaces (Uber & Doordash.)
About The Role
We are looking for an Advisor Sales Associate to be based out of our Austin office.
As an Advisor Associate on the Advisor partnerships team, you are responsible for outbound business development efforts to create the strongest independent advisor network in the industry.
The role includes building relationships with independent registered advisors (RIAs) across the United States and vetting which RIAs fit with our philosophy and vision.
Youre excited about this opportunity because you will...
- This is not your traditional sleepy wealth management firm. You will be a builder. You will be part of the founding team that is building how the industry will look like in 10 years time.
- You will be responsible for business development, including finding and vetting of new Registered Independent Advisors (RIAs.)
- You won't just be an employee. You will be an owner of the business via equity stock ownership.
Position Requirements
- Outbound sales experience required
- Strong presentation and narrative storytelling skills required
- Prior Experience in investment management or wealth management industry a plus.
Were Excited About You Because...
- You are a self-starter with a strong sense of ownership that wants to be part of driving the wealth management industry forward.
- You have start-up experience in a dynamic fast-paced environment
- You have good judgment, you are a problem solver, take responsibility, and demonstrate personal integrity.
- You have a natural ability to collaborate well with others across the organization and thrive in a dynamic, fast-paced and highly-fluid environment.
- You have superior people and communication skills.
- You have excellent time management and strong organizational skills, and ability to prioritize multiple tasks and anticipate potential issues.
Benefits :
- Compensation includes a blend of a competitive salary and stock options
- Healthcare, Dental Vision Coverage
- As an early member of our team, you'll have a rare opportunity to influence the culture of a fast-growing company
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