Private Client Director: High-Net-Worth Wholesale, Remote

Fisher Investments; Lawrence (KS); Remote; USD 90,000 - 130,000; Full time

Benefits offered by this job

100% paid premiums for healthcare plan

20 days of annual leave

Employee Assistance Program

Job summary

Fairygodboss is seeking a Private Client Director focused on business development. This role allows you to manage your business remotely, targeting high-net-worth investors. You will have the support of dedicated teams and be at the forefront of expanding FIA's presence in Australia.

Qualified candidates will have over 5 years of experience in financial services sales, a clean record with ASIC and APRA, and proven success in acquiring high-net-worth clients. Exceptional benefits and training opportunities await the right candidate.

Qualifications

• 5+ years experience selling financial services to private investors qualifying as wholesale clients.
• Clean record with ASIC and APRA.
• Multi-year track record of success acquiring high-net-worth private wholesale clients.

Responsibilities

• Contact leads generated by FIA's marketing group.
• Engage with high-net-worth wholesale prospective clients to evaluate their financial goals.
• Help qualified wholesale investors become FIA clients.

Skills

Experience in selling financial services

Acquiring high-net-worth clients

High-volume phone activity

In-person meeting experience

Job description

Fairygodboss is seeking a Private Client Director focused on business development. This role allows you to manage your business remotely, targeting high-net-worth investors. You will have the support of dedicated teams and be at the forefront of expanding FIA's presence in Australia.

Qualified candidates will have over 5 years of experience in financial services sales, a clean record with ASIC and APRA, and proven success in acquiring high-net-worth clients. Exceptional benefits and training opportunities await the right candidate.