Sales Representative

Linden Thomas & Company; North Carolina; On-site; USD 75,000 - 120,000; Full time

Benefits offered by this job

Incentives

401(k)

Health insurance

Dental insurance

Vision insurance

Paid time off

Lunch provided

Free parking

Job summary

Linden Thomas & Company in Charlotte, NC seeks a talented sales professional to acquire new high-net-worth clients and deepen existing relationships within our privately held wealth-management team. This full-time, in-office role offers base salary with performance-based incentives, comprehensive health/dental/vision insurance, 401(k), PTO, and a supportive, values-driven culture.

You will build relationships, present asset-management services, and grow the business.

Qualifications

• Excellent communication and interpersonal skills.
• Strong attention to detail and ability to analyze financial data.
• Demonstrated ability to build and maintain client relationships.
• Excellent time-management skills.
• Desire to continue learning and developing skillsets.
• Legal authorization to work in the US without sponsorship.

Responsibilities

• Build and maintain long-term relationships with clients by providing asset management services.
• Cold calling, emailing marketing materials.
• Conduct client meetings to assess financial needs, goals, and risk tolerance.
• Develop and implement financial plans to help clients achieve objectives.
• Provide investment advice and manage client portfolios.
• Stay up to date with financial trends to offer informed advice.
• Meet regularly with clients and prospects to serve them.
• Generate new business through networking and referrals.

Skills

Communication

Interpersonal skills

Time management

Relationship building

Sales experience

Attention to detail

Financial data analysis

Education

Bachelor's degree or equivalent experience in sales

Job description

Job Description

Job Description

Benefits Offered: Base salary and performance-based incentives. 401(k). Fully paid health, dental, and vision insurance. Paid time off. Daily lunch and free parking are provided.

Employment Type: Full-time in-office

Why Work Here?

Fast-growing, nationally recognized, values-based private wealth management company in uptown Charlotte managing $3 billion in assets. Regular access to senior leadership and working within a team-based culture with great compensation and full benefits. In 2024, Linden Thomas & Company was recognized by Barron’s as the top independent wealth management company in the Carolinas, and one of the top 100 nationally.

Job Description:

Seeking candidates with a proven track record in sales, demonstrating exceptional grit and determination to navigate challenges and drive results in a dynamic and competitive environment. This hire will serve as a key sales driver within our organization, responsible for developing and executing our services to acquire new high-net-worth clients and enhance relationships with existing prospects.

Responsibilities:

• Build and maintain long-term relationships with clients by providing our asset management services.
• Cold calling, emailing marketing materials.
• Conduct client meetings to assess their financial needs, goals, and risk tolerance.
• Develop and implement financial plans to help clients achieve their financial objectives.
• Provide investment advice and manage client portfolios to ensure they are aligned with their financial goals and risk tolerance.
• Stay up to date with the latest financial trends and developments to provide the best possible advice to clients.
• Meet regularly with clients & prospects to best serve them.
• Generate new business through networking and referrals.

Requirements:

• Entrepreneurial ambitions.
• History of success in sales, athletics, military, client services, or client-facing roles.
• Excellent communication and interpersonal skills.
• Strong attention to detail and ability to analyze complex financial data.
• Demonstrated ability to build and maintain client relationships.
• Excellent time-management skills.
• Desire to continue learning & developing skillsets.
• Legal authorization to work in the US without sponsorship.
• A deep commitment to upholding the highest ethical and professional standards.
• Bachelor's degree in a relevant field or relevant work experience in sales

About the Company:

Linden Thomas & Company comprises 30 accomplished professionals with a combined experience of over 100 years managing assets. Our firm is especially adept at building custom investment portfolios based on the individual objectives and needs of our clients.

Linden Thomas and Company is blessed to be experiencing growth and continually adding talented staff. Another important part of our success is our involvement with various ministries and non-profits. This is a priority of our firm, which gives 10 percent of our revenues to charitable causes.

Company website: https://lindenthomas.com/

Company address: 516 N Tryon St, Charlotte, North Carolina 28202

Physical setting: Office

Schedule: 10-12 hour shift

Work Location: In person