Remote Regional VP, Private Client Wealth Sales

Zohorecruit

Boston (MA)

Remote

USD 100,000 - 1,000,000

Full time

4 days ago

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Benefits offered by this job

100% health premiums

50% 401(k) match

Expense account and home-office setup

Family support programs

Job summary

Zohorecruit's client, a respected fee-only portfolio management and fiduciary firm, seeks a Regional Vice President of Sales to drive growth in a high-net-worth market. This is a 100% sales-focused role with qualified leads provided, removing cold calling.

You will manage a local territory from home with travel supported by an expense account and back-office support; you’ll close opportunities, educate clients on wealth management services, and report to the Director of Private Client Group

Qualifications

5–7 years selling to stock market investors in the financial industry.
Current Investment Advisor Representative designation (or Series 65) or combination of Series 7/66.
Strong track record of bringing in new investor business with high-volume calls and in-person meetings.
Six-figure earnings in each of the past 3 years.

Responsibilities

Present wealth management solutions to high-net-worth prospects within a local territory.
Call and close qualified leads and meet with prospects.
Collaborate with internal teams (sales support, client service, marketing).
Report to the Director of Private Client Group Sales.