Firm : Large globalportfolio management firm with over 200 billion in assets undermanagement. Each client would have a separately managed portfoliobased on their risk tolerance asset allocation and securitiespreferences.
Fee based platform that offers global portfoliomanagementsolutions.
Role : Inthis home based outside sales role you will be focused on closingleads of high net worth clients that have already expressedinterest in investing with this firm and who have over 500k or moreto invest.
There is absolutely no cold calling / prospecting in thisrole and the firm prefers that you just focus on closing the clientleads that the firmprovides.
Adedicated portfolio management and service team are primarilyresponsible for the transition and retention of clientrelationships.
The firmactively markets their services via direct mail internet televisionadvertising and other mediums. The firm receives prequalifiedresponses from interested investors who are willing to have adiscussion about moving over their investmentportfolio.
Home Office : The firm covers all home office expenses : computer phone scannerprinter etc. The firm also covers all travel expenses and gives youan expenseaccount.
Compensation : $100000 base salary to start uncapped commission withaverage total compensation of $300000 to $500000 and top producersearning $1 million plus.
Compensationincludes a base salary uncapped commission. Salary starts at$100000 and gradually declines to $0. However at that pointcommission increases substantially as you will receive commissionon any new sale for a number of years tocome.
Benefits : 100% coverage on all health / medical dental & vision carefor you and any dependents and 401kmatching
Requirements : 7 years experience working as an Investment Advisor or ExternalWholesaler or similar role & a strong track record ofsuccess in sales and bringing in new investment assets to thefirm.
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