Vp Of High Net Worth Sales - Pittsburgh Pa

VP of High Net Worth Sales
Overview
Calling all financial advisors looking for a role 100% focused on sales: we have a great opportunity for you! As a VP of High Net Worth Sales, you will focus solely on sales without worrying about service requirements. Qualified lead flow is provided so there is no cold calling. Join our clients privately held multi-billion-dollar global investment firm to continue our search of being better, by putting their clients first.
The Opportunity
This lucrative sales role allows you to manage your business remotely from your home, covering a local territory within driving distance. You will present the firm’s wealth management solutions to high-net-worth prospects. You will report to the Director of Private Client Group Sales who will make sure you have all the resources you need for the sales process. You will also be supported by your internal office team, comprised of sales support, client service, marketing and more.
The Day-to-Day

• Educate prospective clients on the firm’s services
• Meet with prospects to evaluate their personal situation and provide solutions
• Call high-net-worth prospects who have requested information from the firm
• Help qualified consumers become clients of the firm

Requirements

• 5+ years of specifically selling to stock market investors
• Record of six-figure earnings in each of the past 3 years (pay for production compensation model)
• Experience in high-volume phone activity and in-person meetings
• Experience bringing in new investor business
• Current Investment Adviser Representative designation, OR FINRA Series 65, OR a combination of FINRA Series 7 & 66, OR qualifying financial professional designations

Benefits

• 9 paid holidays and 8 weeks paid Primary Caregiver Parental Leave
• Back-up Child Care Program available, offering up to 10 days annually
• 100% paid medical, dental and vision premiums for you and your qualifying dependents
• A cumulative learning and development framework customized for every employee
• A 50% 401(k) match, up to the IRS maximum