Remote High Net Worth Client Advisor

Elevate your career as a Remote High Net Worth Client Advisor, focusing on client acquisition without ongoing service duties. Enjoy uncapped commissions, warm leads, and a results-driven environment.

As a Private Client Advisor, you will target high-net-worth individuals to present tailored investment solutions. With a flexible territory and no ongoing duties, your focus will be on converting leads into lasting relationships. Collaborate with internal teams to ensure smooth onboarding and manage your outreach effectively.

Key Responsibilities: • Engage high-net-worth prospects through tailored consultations • Present customized investment solutions based on client needs • Transition leads to long-term clients with effective sales tactics • Collaborate with teams for seamless onboarding experiences • Track outreach and sales activities diligently for reporting

Requirements: • IIROC licensed as a Dealing Representative for 2 years • 5+ years in high-net-worth client sales experience • Proven track record of exceeding performance KPIs • Experience managing a high volume of client engagements • Growth mindset with a strong sense of self-direction

Build valuable client relationships while driving your success in a high-performance culture. #J-18808-Ljbffr