VP Private Client Group - Rochester

Zohorecruit; City of Rochester (NY); A distancia; USD 90.000 - 110.000; Jornada completa

Descripción de la vacante

Zohorecruit is representing a highly respected fee-only portfolio management and fiduciary firm with over $200 billion in assets under management. The Regional Vice President of Sales role is 100% sales-focused, remote with a local territory, and includes an expense account for home office and travel needs.

You will call and close qualified leads, meet with prospects to evaluate their situation, and work with an in-office team for ongoing client service and support.

Formación

• 5–7+ years selling to stock market investors in finance.
• Current Investment Advisor Representative designation or FINRA credentials.
• Proven track record of new investor acquisitions and high earnings.

Responsabilidades

• Sell to high-net-worth prospects within a local territory.
• Present wealth management solutions and close qualified leads.
• Collaborate with internal teams for client onboarding and service.

Conocimientos

Sales experience

Educación

Investment Advisor Representative

Series 65

Series 7/66

FINRA qualifications

Descripción del empleo

Rochester, United States | Posted on 10/01/2026

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