Remote VP, Private Client Group – Wealth Sales

Zohorecruit; Washington (District of Columbia); Remote; USD 100,000 - 1,000,000; Full time

Benefits offered by this job

Medical, dental, vision

401(k) match

Paid caregiver leave

Adoption assistance

Back-up childcare

Job summary

Zohorecruit is seeking a Regional Vice President of Sales for Washington, DC on a 100% sales-focused track in partnership with a renowned fee-only wealth manager. You will handle a local territory from a home office, supported by an expense account and pre-qualified leads, to close wealth management opportunities.

You will pursue high-net-worth prospects with $500k+ assets, educate clients on the firm's services, and collaborate with a dedicated in-office team.

Qualifications

• 5–7 years selling to stock market investors.
• Current IAR designation, OR Series 65, OR Series 7/66 combination.
• Proven ability to bring in new investor business and conduct high-volume meetings.
• Record of six-figure earnings in each of the past 3 years.
• Commission/variable pay-based role with six-figure base and uncapped commissions.

Responsibilities

• Manage a local territory remotely from home within driving distance.
• Call and close qualified high-net-worth leads.
• Meet prospects to assess their situation and present wealth solutions.
• Collaborate with internal portfolio management and service team.
• Report to the Director of Private Client Group Sales.

Skills

Sales to HNWI

Financial industry experience

Lead generation & closing

In-person meetings

Education

IAR designation or Series 7/66

Job description

Zohorecruit is seeking a Regional Vice President of Sales for Washington, DC on a 100% sales-focused track in partnership with a renowned fee-only wealth manager. You will handle a local territory from a home office, supported by an expense account and pre-qualified leads, to close wealth management opportunities.

You will pursue high-net-worth prospects with $500k+ assets, educate clients on the firm's services, and collaborate with a dedicated in-office team.