UHNW Wealth Advisor: Front-End Closer & Strategy Leader

Socha Capital; United States; On-site; USD 45,000 - 55,000; Full time

Benefits offered by this job

$50k+ performance bonus

Direct coaching and mentorship from leadership

True A-player environment with high expectations

Job summary

A growing registered investment advisor is seeking an elite advisor to take ownership of the inbound UHNW client pipeline. In this fast-paced role, you will focus on consultative, high-stakes conversations without the burden of ongoing client service. Directly collaborate with leadership on strategy and execution, while being rewarded with a performance bonus of $50k+, elevating your impact and compensation.

Qualifications

• Top producer seeking increased impact and compensation.
• Ability to thrive in a fast-paced, high-stakes environment.
• Strong focus on consultative sales without service burdens.

Responsibilities

• Own the front end of the UHNW inbound pipeline.
• Manage the consultative sales process.
• Transition clients to senior planning and services.

Skills

Consultative selling

Tax-centric conversations

Precision and execution

Preparation

Performance under pressure

Job description

A growing registered investment advisor is seeking an elite advisor to take ownership of the inbound UHNW client pipeline. In this fast-paced role, you will focus on consultative, high-stakes conversations without the burden of ongoing client service. Directly collaborate with leadership on strategy and execution, while being rewarded with a performance bonus of $50k+, elevating your impact and compensation.