Remote Regional VP, Private Client Wealth Sales

Zohorecruit

Detroit (MI)

Remote

USD 90,000 - 110,000

Full time

4 days ago
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Benefits offered by this job

Medical benefits
401(k) match
Paid caregiver leave
Adoption assistance
Backup childcare

Job summary

Detroit, MI-based opportunity for a Regional Vice President of Sales in a respected fee-only wealth firm. You will manage a local territory remotely from home, close qualified high-net-worth leads, and educate prospects on wealth services.

The role emphasizes new business, large-scale earnings with uncapped commissions, and strong support from a client-focused sales team. Competitive base plus generous incentives await top performers.

Qualifications

  • 5 to 7+ years selling to stock market investors within the financial industry.
  • Current Investment Advisor Representative designation, OR Series 65, OR Series 7/66, OR equivalent qualifications.
  • Strong track record in bringing in new investor business, high-volume phone activity, and in-person meetings.

Responsibilities

  • Manage your business remotely from home to cover a local territory within driving distance.
  • Call and close qualified leads of high-net-worth prospects with $500k+ to invest.
  • Meet with prospects to evaluate their personal situation and provide solutions.
  • Coordinate with internal teams to onboard new clients and expand assets under management.
  • Report to the Director of Private Client Group Sales and leverage available resources.

Skills

Investor relations
High-volume sales
New business development
Sales presentations
Relationship building

Education

Investment Advisor Representative designation
FINRA Series 65
FINRA Series 7

Tools

CRM software
Communication tools

Job description

Detroit, MI-based opportunity for a Regional Vice President of Sales in a respected fee-only wealth firm. You will manage a local territory remotely from home, close qualified high-net-worth leads, and educate prospects on wealth services.

The role emphasizes new business, large-scale earnings with uncapped commissions, and strong support from a client-focused sales team. Competitive base plus generous incentives await top performers.

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