VP Private Client Group - Cleveland

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

Cleveland, United States | Posted on 11/02/2026

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