VP Private Client Group - New Orleans

Zohorecruit; New Orleans (LA); Remote; USD 100,000 - 350,000; Full time

Benefits offered by this job

401(k) matching

Paid caregiver leave

Medical, dental and vision coverage

Job summary

Zohorecruit is seeking a Regional Vice President of Sales for a high-net-worth client in the financial industry. The role is 100% sales-focused, with qualified leads provided and a home-based setup to cover a local territory within driving distance.

You will call, close, and educate prospects, meeting with clients to tailor wealth management solutions. A proven track record in sales and six-figure earnings is expected, with a base salary of $100,000 and uncapped commissions driving total

Qualifications

• 5 to 7 years of selling to stock market investors within the financial industry.
• Current Investment Advisor Representative designation, OR Series 65, OR a combination of FINRA Series 7 and Series 66, OR qualifying financial professional designations or equivalents.
• Extensive experience with bringing in new investor business, high-volume phone activity, and in-person meetings, working as an investment advisor or external wholesaler with a strong track record of success in sales and 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 salary to start with a gradual step-down decline to $0, plus uncapped commission that will increase substantially with commissions on any new sale for years to come; compensation includes a percentage of estimated first year’s management fees plus 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 and qualifying dependents
• A 50% 401(k) match, up to the IRS maximum
• Family Support programs, including 8 weeks Paid Primary Caregiver leave, adoption assistance, and back-up childcare

Responsibilities

• Sell to high-net-worth investors and close qualified leads.
• Present wealth management solutions and educate prospects on the firm’s services.
• Meet with prospects to evaluate their situation and provide tailored solutions.
• Coordinate with in-house team to onboard clients and leverage marketing channels.
• Report to the Director of Private Client Group Sales and utilize available resources.

Skills

High-net-worth sales

Lead generation

Phone prospecting

Relationship building

Education

Investment Advisor Representative designation

Series 65

Series 7/66

Job description

New Orleans, 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