High Net Worth Wealth Management Advisor
Zohorecruit
Become a Wealth Management Advisor with a large global firm specializing in high net worth clients. Focus on converting warm leads into clients without traditional prospecting.
This home-based outside sales role targets high net worth individuals with over $500,000 to invest. Your focus will be solely on closing leads provided by the firm, allowing you to concentrate on relationship-building and portfolio management. Enjoy extensive support from dedicated service teams who manage client transitions and retention.
Key Responsibilities: • Close leads from high net worth clientele • Provide tailored portfolio management solutions • Collaborate with dedicated service teams • Utilize firm-provided marketing materials • Manage relationships with existing clients
Requirements: • Completed MBA or CFA Level 1, or CIM within 3 months • Licensed to manage portfolios with stocks and bonds • 2 years portfolio management experience in the last 3 years • Exceptional interpersonal and communication skills • Ability to work independently in a home office
Leverage your expertise in wealth management and focus on high-value clients for a rewarding career in finance. #J-18808-Ljbffr
This home-based outside sales role targets high net worth individuals with over $500,000 to invest. Your focus will be solely on closing leads provided by the firm, allowing you to concentrate on relationship-building and portfolio management. Enjoy extensive support from dedicated service teams who manage client transitions and retention.
Key Responsibilities: • Close leads from high net worth clientele • Provide tailored portfolio management solutions • Collaborate with dedicated service teams • Utilize firm-provided marketing materials • Manage relationships with existing clients
Requirements: • Completed MBA or CFA Level 1, or CIM within 3 months • Licensed to manage portfolios with stocks and bonds • 2 years portfolio management experience in the last 3 years • Exceptional interpersonal and communication skills • Ability to work independently in a home office
Leverage your expertise in wealth management and focus on high-value clients for a rewarding career in finance. #J-18808-Ljbffr
Reference: WJ-3875_13736885