Remote Investment Producer & Closer — Client Acquisition

Ridgewood Investments; Springfield (NJ); Remote; USD 60,000 - 75,000; Full time

Job summary

Ridgewood Investments is seeking an Investment Advisor focusing on client acquisition. This remote role involves daily outbound calls to engage potential clients and drive new business. Candidates should have an active securities license and 5+ years in financial sales. The position offers a base salary of $60K-$75K plus performance incentives tied to asset growth. Strong communication skills and self-motivation are essential. This is a structured, performance-driven role designed for results-oriented professionals.

Qualifications

• 5+ years of experience in wealth management, investment advisory, or financial sales.
• Proven ability to generate new business and close clients.
• Comfortable with high daily call volume and structured outreach.

Responsibilities

• Execute outbound calls and follow-ups to engage prospective clients.
• Build, manage, and advance a pipeline of qualified prospects.
• Lead investment conversations and guide prospects through the decision process.

Skills

Active securities license required

5+ years of experience in wealth management

Proven ability to generate new business

Strong communication skills

Highly organized

Self-motivated and results-driven

Job description

Ridgewood Investments is seeking an Investment Advisor focusing on client acquisition. This remote role involves daily outbound calls to engage potential clients and drive new business. Candidates should have an active securities license and 5+ years in financial sales. The position offers a base salary of $60K-$75K plus performance incentives tied to asset growth. Strong communication skills and self-motivation are essential. This is a structured, performance-driven role designed for results-oriented professionals.