Wealth Management Advisor

Zohorecruit; Toronto; À distance; CAD 128 000 - 157 000; Plein temps

Avantages offerts par ce poste

Home office expenses covered

Travel expenses covered

Expense account

Comprehensive benefits

Résumé du poste

Zohorecruit is seeking a home-based outside sales professional to close leads from high net worth clients, focusing on portfolios containing stocks and bonds rather than mutual funds. You will work with a dedicated service team to transition and retain client relationships, aided by pre-qualified investor leads provided by the firm and no cold calling.

Compensation includes a $100,000 base salary plus uncapped commission, with typical total pay of 300k–350k and top producers at 500k+, plus a

Qualifications

• MBA or CFA Level I or CIM; licensed to sell/manage stock and bond portfolios.
• Minimum 2 of the past 3 years selling/managing portfolios in wealth management or related area.

Responsabilités

• Close leads from high net worth clients using firm-provided opportunities.
• Maintain and transition client relationships with the dedicated service team.
• Operate from home with pre-qualified investor leads; no cold calling.

Connaissances

Outside sales

HNW clients

Portfolio management

Client relationships

Licensing

Formation

MBA or CFA I or CIM

Description du poste

Firm:

Largeglobal portfolio management firm with over 300 billion in assets undermanagement. Each client would have a separately managed portfolio based ontheir risk tolerance, asset allocation and securities preferences. A fee-basedplatform that offers global portfolio management solutions.

Role:

Inthis home-based outside sales role, you will be focused on closing leads ofhigh net worth clients that have already expressed interest in investing withthis firm and who have over 500k or more to invest. There is absolutely no coldcalling/prospecting in this role and the firm prefers that you just focus onclosing the client leads that the firm provides.

Responsibilities:

Dedicatedportfolio management and service team are primarily responsible for thetransition and retention of client relationships.

Marketing:

Thefirm actively markets its services via direct mail, internet, televisionadvertising and other mediums. The firm receives pre-qualified responses frominterested investors who are willing to have a discussion about moving overtheir investment portfolio.

Home Office:

The firm covers all home officeexpenses: computer, phone, scanner, printer, etc. The firm also covers alltravel expenses and gives you an expense account.

Compensation:

$100,000base salary to start + uncapped commission, with average total compensation300-350k and top producers at 500k+. Comprehensive Benefits program

Requirements:

• MBAor CFA level 1 completed or CIM (or willing to complete the CIM within 3months) & licensed to sell/manage portfolios containing stocks/bonds (notjust mutual funds) for at least 2 out of the past 3 years.