Remote Private Wealth Adviser - High-Impact Sales

Zohorecruit; United States; Remote; USD 120,000 - 180,000; Full time

Job summary

Zohorecruit is seeking an experienced Canadian Private Client Adviser to focus exclusively on sales. This remote role targets a local territory with light travel, backed by a corporate team including sales support, client service, training, and marketing.

You will present wealth management solutions and convert prospects into clients. Requirements include 5+ years selling to stock market investors, IIROC licensing with ability to trade stocks and bonds, and credentials such as CIM, MBA or CFA

Qualifications

• 5+ years of selling to stock market investors.
• IIROC licensed with ability to buy/sell stocks and bonds and CIM, MBA or CFA Level 1.
• Quantifiable track record of personal success attaining new investor business.
• Demonstrated experience in high volume phone activity and in-person meetings.
• Success in a pay for production compensation model.

Responsibilities

• Call high-net-worth prospects who have requested more information.
• Meet with prospects to evaluate their personal situation and provide solutions.
• Educate prospective clients on the firm’s services.
• Help qualified consumers become clients of the firm.

Skills

Sales experience

High-net-worth clients

Phone sales

In-person meetings

Pay-for-performance

Education

IIROC licensed

CIM / MBA or CFA Level 1

Job description

Zohorecruit is seeking an experienced Canadian Private Client Adviser to focus exclusively on sales. This remote role targets a local territory with light travel, backed by a corporate team including sales support, client service, training, and marketing.

You will present wealth management solutions and convert prospects into clients. Requirements include 5+ years selling to stock market investors, IIROC licensing with ability to trade stocks and bonds, and credentials such as CIM, MBA or CFA