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Financial Advisor
Job summary
A leading financial services firm is seeking a Financial Advisor to work fully remote. You will be responsible for calling high-net-worth leads and scheduling face-to-face appointments, focusing on new client acquisition. The role demands entrepreneurial skills with a proven sales success and a track record of selling to high-net-worth individuals. Competitive compensation is offered, including a lucrative commission structure, supplemental medical benefits, and generous annual leave.
Benefits
Qualifications
- 5+ years of success selling to high net worth individuals.
- Quantifiable track record in closing new investor business.
Responsibilities
- Call high-net-worth leads to qualify and schedule appointments.
- Meet with prospective clients to gather new clients and assets.
Skills
Education
Location: Fully Remote (Head Office in London)
Salary: 60k basic + Commission (OTE 250k-350k+)
The primary responsibilities of the Financial Advisor are calling high-net-worth leads the firm provides, qualifying and scheduling face-to-face appointments, and meeting with prospective clients for the purpose of gathering new clients and assets for the firm. This position is highly entrepreneurial and involves warm initial calls and in-person selling to close business. You will be supported by dedicated portfolio management and client service groups who manage the transition and retention of client relationships, allowing you to focus purely on selling.
- Consistent and quantifiable individual sales success with stock market investors
- RDR level 4 qualification
- 5+ years of success selling to high net worth individuals
- Quantifiable track record in closing new investor business
- Highly lucrative compensation structure within an entrepreneurial setting
- 100% coverage of the supplemental medical and dental premiums for you and your qualified dependents
- 28 days annual leave, increasing to 30 after 5 years of service, with ability to purchase up to 3 additional days
- 9% company pension contribution with an additional company match up to 5%
- Monthly gym subsidy
* The salary benchmark is based on the target salaries of market leaders in their relevant sectors. It is intended to serve as a guide to help Premium Members assess open positions and to help in salary negotiations. The salary benchmark is not provided directly by the company, which could be significantly higher or lower.