VP Private Client Group - Buffalo

Zohorecruit; South Dakota; Remote; USD 90,000 - 110,000; Full time

Benefits offered by this job

Health insurance

401(k) match

Paid family leave

Commission-based pay

Job summary

Zohorecruit seeks a Regional Vice President of Sales for a wealth management client in Buffalo, NY. You will work remotely from home, covering a local territory and closing qualified high-net-worth leads to grow assets under management.

You will present wealth management solutions, educate prospects on services, and collaborate with an in-office team. Expect a base salary plus uncapped commissions, with total comp potentially reaching seven figures for top performers.

Qualifications

• 5 to 7+ years selling to stock market investors in finance
• Current Investment Advisor Representative designation, OR Series 65, OR Series 7+66 OR equivalent
• Proven ability to bring in new investor business with high activity and meetings
• Record of six-figure earnings in each of the past 3 years
• Commission/variable pay-based role with $100k base, uncapped commissions, and total comp $300k–$350k, top producers $1M+

Responsibilities

• Manage your business remotely from home to cover a local territory
• Call and close qualified high-net-worth leads
• Meet with prospects to evaluate their situation and provide solutions
• Support from in-office team including sales, client service, and marketing
• Report to the Director of Private Client Group Sales

Skills

High-net-worth sales

New business development

Phone sales

In-person meetings

Sales leadership

Education

Investment Advisor Rep

Series 7/66 or 65

FINRA designation

Job description

Buffalo, United States

Our client, a highly respected fee-only portfolio managementand fiduciary firm with over $200 billion in assets under management, islooking for qualified financial professionals to join their firm as a RegionalVice President of Sales. As a Regional Vice President of Sales, you will be ina lucrative 100% sales-focused role without having to focus on servicerequirements—you will be provided qualified lead flow to eliminate coldcalling, to put our client’s high-net-worth clientele first.

ABOUT THE ROLE

• Manage your business remotely from home to cover a localterritory within driving distance, to present our client’s wealth managementsolutions to high-net-worth prospects—you will be provided an expense accountby our client, with all home office and travel expenses covered, which includesa computer, phone, scanner, printer, and any other essential expenses needed
  
• Call and close qualified leads of high-net-worth prospectsthat have expressed interest in investing with our client, who have assets of$500k or more to invest
  
• Meet with prospects to evaluate their personal situation andprovide solutions, as well as educate prospective clients on the firm’sservices
  
• Assist qualified consumers to become the firm’s clients—youwill be supported by an internal dedicated portfolio management and serviceteam in-office, comprised of sales support, client service, and marketing team,which actively markets their services via direct mail, internet, televisionadvertisements, and other mediums to receive pre-qualified responses frominterested investors who want to discuss moving over their investmentportfolios
  
• Report to the Director of Private Client Group Sales, whowill provide the required resources you need to be successful within the salesprocess
  

Requirements

• 5 to 7 years or more of selling to stock market investorswithin the financial industry
  
• Current Investment Advisor Representative designation, ORSeries 65, OR a combination of FINRA Series 7 and Series 66, OR qualifyingfinancial professional designations or equivalents
  
• Extensive experience with bringing in new investor business,high-volume phone activity, and in-person meetings, working as an investmentadvisor or external wholesaler with a strong track record of success in salesand bringing in new investment assets
  
• Record of six-figure earnings in each of the past 3 years(pay for production compensation model)
  
• Commission/variable pay-based position--$100,000 base salaryto start with a gradual step-down decline to $0, plus uncapped commission thatwill increase substantially with commissions on any new sale for years to come;compensation includes a percentage of estimated first year’s management feesplus trailers for new business closed, with an average total compensation of$300,000 to $350,000, and top producers earning $1 million or more
  
• 100% paid medical, dental, and vision premiums for you andqualifying dependents
  
• A 50% 401(k) match, up to the IRS maximum
  
• Family Support programs, including 8 weeks Paid PrimaryCaregiver leave, adoption assistance, and back-up childcare
  

OUR CLIENT IS AN EQUAL OPPORTUNITY EMPLOYER