Remote Regional VP, Private Client Wealth Sales

Zohorecruit; New Orleans (LA); Remote; USD 100,000 - 350,000; Full time

Benefits offered by this job

401(k) matching

Paid caregiver leave

Medical, dental and vision coverage

Job summary

Zohorecruit is seeking a Regional Vice President of Sales for a high-net-worth client in the financial industry. The role is 100% sales-focused, with qualified leads provided and a home-based setup to cover a local territory within driving distance.

You will call, close, and educate prospects, meeting with clients to tailor wealth management solutions. A proven track record in sales and six-figure earnings is expected, with a base salary of $100,000 and uncapped commissions driving total

Qualifications

• 5 to 7 years of selling to stock market investors within the financial industry.
• Current Investment Advisor Representative designation, OR Series 65, OR a combination of FINRA Series 7 and Series 66, OR qualifying financial professional designations or equivalents.
• Extensive experience with bringing in new investor business, high-volume phone activity, and in-person meetings, working as an investment advisor or external wholesaler with a strong track record of success in sales and bringing in new investment assets.
• Record of six-figure earnings in each of the past 3 years (pay for production compensation model).
• Commission/variable pay-based position--$100,000 base salary to start with a gradual step-down decline to $0, plus uncapped commission that will increase substantially with commissions on any new sale for years to come; compensation includes a percentage of estimated first year’s management fees plus trailers for new business closed, with an average total compensation of $300,000 to $350,000, and top producers earning $1 million or more.
• 100% paid medical, dental, and vision premiums for you and qualifying dependents
• A 50% 401(k) match, up to the IRS maximum
• Family Support programs, including 8 weeks Paid Primary Caregiver leave, adoption assistance, and back-up childcare

Responsibilities

• Sell to high-net-worth investors and close qualified leads.
• Present wealth management solutions and educate prospects on the firm’s services.
• Meet with prospects to evaluate their situation and provide tailored solutions.
• Coordinate with in-house team to onboard clients and leverage marketing channels.
• Report to the Director of Private Client Group Sales and utilize available resources.

Skills

High-net-worth sales

Lead generation

Phone prospecting

Relationship building

Education

Investment Advisor Representative designation

Series 65

Series 7/66

Job description

Zohorecruit is seeking a Regional Vice President of Sales for a high-net-worth client in the financial industry. The role is 100% sales-focused, with qualified leads provided and a home-based setup to cover a local territory within driving distance.

You will call, close, and educate prospects, meeting with clients to tailor wealth management solutions. A proven track record in sales and six-figure earnings is expected, with a base salary of $100,000 and uncapped commissions driving total