Regional VP, Private Client Wealth Sales (Remote)

CNI Consulting Inc.; Boston (MA); Remote; USD 90,000 - 110,000; Full time

Benefits offered by this job

Expense account

Paid healthcare

401(k) match

Family support programs

Job summary

CNI Consulting Inc. is representing a prestigious wealth management firm seeking a Regional Vice President of Sales to grow assets with high-net-worth clients.

The role is 100% sales-focused; you will receive qualified leads and an expense account, with home office equipment provided and travel expenses covered. You will call and close qualified leads, meet prospects to evaluate their financial situations, and educate them on the firm’s services.

Qualifications

• 5–7+ years selling to stock market investors in finance.
• Current investment advisor designation or FINRA credentials (Series 7/66 or Series 65).
• Proven ability to bring in new investor business with high activity.
• Six-figure earnings in each of the last 3 years (production-based).
• Base salary $100k with uncapped commissions and growing total compensation.
• Excellent benefits: health, dental, vision; 401(k) match.
• Family support: caregiver leave, adoption assistance, childcare backup.

Responsibilities

• Call and close qualified high-net-worth leads to invest with the firm.
• Present wealth management solutions to prospects and educate on services.
• Meet prospects to assess needs and tailor solutions.
• Work with in-office support teams for onboarding new clients.
• Report to the Director of Private Client Group Sales and leverage resources.

Skills

Sales experience

Financial industry

High-net-worth client focus

Education

Investment Advisor Representative

Series 65

Series 7 + 66

Job description

CNI Consulting Inc. is representing a prestigious wealth management firm seeking a Regional Vice President of Sales to grow assets with high-net-worth clients.

The role is 100% sales-focused; you will receive qualified leads and an expense account, with home office equipment provided and travel expenses covered. You will call and close qualified leads, meet prospects to evaluate their financial situations, and educate them on the firm’s services.