Senior Private Client Group Advisor - High-Net-Worth

CNI Consulting Inc.; Oklahoma; Remote; USD 90,000 - 110,000; Full time

Benefits offered by this job

Expense account

Premium medical/dental/vision coverage

50% 401(k) match

Family support programs

Job summary

CNI Consulting Inc. is seeking a seasoned wealth management sales professional who can work remotely from home to cover a local territory within driving distance.

You will present wealth management solutions to high-net-worth prospects, supported by an internal portfolio management and service team, and you will be reimbursed for home office and travel expenses. The role demands 5–7+ years selling to stock market investors, a current advisor designation or Series 7/66 credentials, and a proven

Qualifications

• 5+ years selling to stock market investors in financial services.
• Current Investment Advisor Representative designation, OR Series 65, OR Series 7/66 OR equivalents.
• Extensive experience bringing in new investor business with high-volume calls and in-person meetings.
• Track record of six-figure earnings for each of the past 3 years (production-based).
• Base salary $100,000 to start with uncapped commissions; total comp $300,000–$350,000; top producers $1M+.
• 100% paid medical, dental, and vision premiums for you and dependents.
• 50% 401(k) match, up to IRS maximum.
• Family support programs including 8 weeks Paid Primary Caregiver leave, adoption assistance, and back-up childcare.

Responsibilities

• Call and close qualified leads of high-net-worth prospects to present wealth management solutions.
• Meet with prospects to evaluate their financial situations and provide solutions.
• Educate potential clients on firm services and assist them in becoming clients.
• Report to the Director of Private Client Group Sales and utilize internal support teams to close new business.

Skills

Sales experience

High-net-worth clients

Phone outreach

Relationship building

Education

Investment Advisor Representative designation

Series 65

Job description

CNI Consulting Inc. is seeking a seasoned wealth management sales professional who can work remotely from home to cover a local territory within driving distance.

You will present wealth management solutions to high-net-worth prospects, supported by an internal portfolio management and service team, and you will be reimbursed for home office and travel expenses. The role demands 5–7+ years selling to stock market investors, a current advisor designation or Series 7/66 credentials, and a proven