Wealth Management Sales Rep - In-Office, Full Benefits

Linden Thomas & Company; North Carolina; Presencial; USD 75.000 - 120.000; Jornada completa

Ventajas ofrecidas por este puesto de trabajo

Incentives

401(k)

Health insurance

Dental insurance

Vision insurance

Paid time off

Lunch provided

Free parking

Descripción de la vacante

Linden Thomas & Company in Charlotte, NC seeks a talented sales professional to acquire new high-net-worth clients and deepen existing relationships within our privately held wealth-management team. This full-time, in-office role offers base salary with performance-based incentives, comprehensive health/dental/vision insurance, 401(k), PTO, and a supportive, values-driven culture.

You will build relationships, present asset-management services, and grow the business.

Formación

• Excellent communication and interpersonal skills.
• Strong attention to detail and ability to analyze financial data.
• Demonstrated ability to build and maintain client relationships.
• Excellent time-management skills.
• Desire to continue learning and developing skillsets.
• Legal authorization to work in the US without sponsorship.

Responsabilidades

• Build and maintain long-term relationships with clients by providing asset management services.
• Cold calling, emailing marketing materials.
• Conduct client meetings to assess financial needs, goals, and risk tolerance.
• Develop and implement financial plans to help clients achieve objectives.
• Provide investment advice and manage client portfolios.
• Stay up to date with financial trends to offer informed advice.
• Meet regularly with clients and prospects to serve them.
• Generate new business through networking and referrals.

Conocimientos

Communication

Interpersonal skills

Time management

Relationship building

Sales experience

Attention to detail

Financial data analysis

Educación

Bachelor's degree or equivalent experience in sales

Descripción del empleo

Linden Thomas & Company in Charlotte, NC seeks a talented sales professional to acquire new high-net-worth clients and deepen existing relationships within our privately held wealth-management team. This full-time, in-office role offers base salary with performance-based incentives, comprehensive health/dental/vision insurance, 401(k), PTO, and a supportive, values-driven culture.

You will build relationships, present asset-management services, and grow the business.