VP Private Client Group - Cleveland

Zohorecruit; Cleveland (OH); Remote; USD 300,000 - 1,000,000; Full time

Benefits offered by this job

Medical, dental, vision coverage

401(k) with 50% match

Paid caregiver leave

Back-up childcare support

Job summary

Zohorecruit is seeking a Regional Vice President of Sales for a fiduciary wealth-management client in Cleveland, OH. The role is 100% sales-focused with qualified leads, remote work from home within local territory, and expenses covered.

Candidates should have 5–7 years selling to stock market investors, FINRA credentials (Series 7/66 or Series 65), and a proven six-figure earnings record. Base salary $100k with uncapped commissions; total comp typically $300k–$350k, top earners $1M+.

Qualifications

• 5–7+ years selling to stock market investors within the financial industry.
• Proven ability to bring in new investor assets.
• Track record of six-figure earnings over the past 3 years.

Responsibilities

• Present wealth-management solutions to high-net-worth prospects within a local territory.
• Close qualified leads and educate clients on firm services.
• Collaborate with internal teams to onboard new clients and manage assets.

Skills

Sales experience (stock investors)

New business development

High-net-worth client engagement

Relationship building

Education

Investment Advisor Representative designation

FINRA Series 7/66 or Series 65

Job description

Cleveland, 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