Senior Asset Growth Advisor - Remote

Forgent Ltda.; United States; Remote; USD 40,000 - 60,000; Full time

Job summary

Forgent Ltda. is seeking a high-energy producer to generate new assets for an SEC-registered RIA with about $140M in client assets. You will be prospecting and closing, owning relationships, and earning a base salary plus a substantial revenue-based payout.

Equity is tied to asset milestones; remote work is possible in the US, with a Miami, FL option. Licensing within 60 days is required. The role offers a flexible base of $40,000–$60,000 plus 20–35% of gross revenue, and the founder aims for

Qualifications

• Hungry and productive with the phone and the ability to make 40 outreaches before noon.
• Able to build and own client relationships from scratch or via referrals.
• Revenue-driven mindset with the discipline to manage multiple prospects.

Responsibilities

• Prospect and close new assets for the firm.
• Own and manage client relationships and revenue generation.

Skills

Prospecting

Closing

Relationship building

Communication

Education

Series 65 within 60 days

Series 7 + 66 or CFP or CFA within 60 days

Job description

Forgent Ltda. is seeking a high-energy producer to generate new assets for an SEC-registered RIA with about $140M in client assets. You will be prospecting and closing, owning relationships, and earning a base salary plus a substantial revenue-based payout.

Equity is tied to asset milestones; remote work is possible in the US, with a Miami, FL option. Licensing within 60 days is required. The role offers a flexible base of $40,000–$60,000 plus 20–35% of gross revenue, and the founder aims for