Sales Development Representative - Financial Services

Neil Jesani Wealth Management, LLC; Fort Lauderdale (FL); Hybrid; USD 85,000 - 140,000; Full time

Job summary

Neil Jesani Wealth Management, LLC is seeking two Investor Relations Professionals to join a boutique, high-touch wealth advisory team in South Florida. You will be the first contact for prospective clients, presenting the firm’s value proposition and nurturing relationships through events and personalized outreach.

You will collaborate with senior wealth advisors to ensure a warm onboarding experience for high-net-worth clients and maintain CRM records to support the client pipeline.

Qualifications

• 4+ years in a client-facing role (financial services, luxury sectors, or concierge-style roles preferred).
• Impeccable communication and polished presentation abilities.
• Comfortable engaging with high-net-worth individuals and C-suite professionals.

Responsibilities

• Act as an ambassador for Neil Jesani Wealth Management.
• Initiate contact with qualified prospects via outreach and referrals.
• Host and attend networking events, client dinners, and professional mixers in the Miami area.
• Coordinate meetings and follow-ups between prospects and advisory teams.
• Assist in developing marketing touchpoints and client communications.
• Maintain accurate records in CRM and support client pipeline movement.

Skills

Client-facing experience

Relationship-building

Communication skills

Networking

Tools

CRM software

Job description

About Neil Jesani Wealth Management

At Neil Jesani Wealth Management, we combine large institutional firms' horsepower with a boutique advisory's personalized precision. We serve a highly selective client base of ultra-affluent individuals—executives, entrepreneurs, and professionals—seeking sophisticated, high-touch financial strategies. Our brand is defined by trust, discretion, and an unparalleled client experience.

About the Role

We are seeking two dynamic Investor Relations Professionals to join our elite business development team. This is not a traditional financial services role—it’s a front-line, relationship-driven position designed for confident, polished professionals who thrive in high-end social and professional settings.

As Investor Relations, you will serve as a first point of contact for prospective clients, introducing them to our firm’s value proposition and nurturing those relationships through high-touch outreach, events, and one-on-one interactions. You’ll work closely with senior wealth advisors to ensure an exceptional first impression and smooth onboarding process for new high-net-worth clients.

What You’ll Do

• Act as a trusted, professional ambassador of the Neil Jesani brand

• Initiate contact with qualified prospects via strategic outreach and referrals

• Host and attend networking events, client dinners, and professional mixers in the Miami area

• Coordinate meetings and follow-ups between prospects and advisory teams

• Assist in developing marketing touchpoints and client communications

• Maintain accurate records in CRM and support client pipeline movement

Who You Are

• 4+ years of experience in a client-facing role, ideally in financial services, luxury real estate, hospitality, or concierge-style business development

• Impeccable communication and presentation skills

• Poised, polished, and socially fluent in high-end professional environments

• Comfortable engaging with high-net-worth individuals and C-suite professionals

• Based in the Miami/Sunrise area and open to a hybrid in-office/client-facing schedule

• Highly organized, detail-oriented, and proactive

Required Application Materials

To reflect the client-facing nature of this role, a LinkedIn profile and public Instagram handle must be included in your application. A current, professional headshot is strongly preferred.

Join Us

This is an exceptional opportunity to be part of a fast-growing, exclusive wealth advisory firm making waves in the financial space. If you bring presence, polish, and performance, we’ll give you a platform for real growth.

Company Description

Neil Jesani Wealth Management, LLC is a premier boutique financial advisory firm serving an exclusive clientele of high-net-worth individuals, including Fortune 500 executives, entrepreneurs, physicians, and business owners. We deliver deeply personalized, high-performance wealth strategies with the sophistication of a large institution and the intimacy of a boutique firm.

Our team is driven by discretion, trust, and excellence. We are based in South Florida and uniquely positioned to serve affluent clients seeking elevated service and long-term financial stewardship. At Neil Jesani, our culture values elite talent, high standards, and meaningful relationships—both with our clients and within our team.