Remote Private Client Advisor for HNW Wealth

Fairygodboss; California (MO); Remote; USD 100,000 - 150,000; Full time

Benefits offered by this job

100% paid health insurance premiums

$10,000 employer-paid life insurance

Emotional well-being services

$10,000 fertility and family-forming benefits

Job summary

A leading financial services firm is looking for a remote investment consultant to manage and acquire high-net-worth clients. You will focus on presenting tailored solutions to clients with significant assets and leverage leads provided by the firm's marketing team. Ideal candidates will have extensive experience in client engagement and investment advice. The position offers competitive benefits and a supportive work environment.

Qualifications

• IIROC licensed as a 'Dealing Representative (Investment Dealer)' for any 2 out of the last 5 years.
• 5+ years experience selling to high-net-worth individuals.
• Demonstrated ability to sell and advise on stocks.

Responsibilities

• Contact leads generated by FI's marketing group.
• Engage with high-net-worth prospects to evaluate their financial goals.
• Educate prospective clients on FI's offerings.

Skills

Sales ability

Client engagement

Financial advisory

Relationship management

Job description

A leading financial services firm is looking for a remote investment consultant to manage and acquire high-net-worth clients. You will focus on presenting tailored solutions to clients with significant assets and leverage leads provided by the firm's marketing team. Ideal candidates will have extensive experience in client engagement and investment advice. The position offers competitive benefits and a supportive work environment.