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High-Performance Private Client Advisor for Wealth Acquisition

Capital Markets Advisors LLC

Transform your career as a Private Client Advisor focusing on acquiring high-net-worth clients. This fully remote opportunity features an uncapped commission structure, warm leads, and no ongoing service duties. You will excel in a results-driven environment where client acquisition is prioritized. Engage prequalified high-net-worth prospects, conduct tailored investment consultations, and work with internal teams for smooth onboarding. Manage your territory flexibly while actively converting leads into long-term relationships. Key Responsibilities:

  • Engage high-net-worth prospects through provided consultations
  • Present customized investment solutions based on need
  • Transition prospects to long-term clients through effective sales
  • Collaborate with internal teams for streamlined onboarding
  • Keep track of outreach and sales activities diligently
Requirements:
  • IIROC licensed as a Dealing Representative for 2 years
  • 5+ years experience in high-net-worth client sales
  • Demonstrated ability to exceed KPIs
  • Comfortable with a high volume of engagements
  • Growth mindset and self-direction
Become a pivotal part of a high-performance sales culture where your success is recognized and rewarded, allowing you to focus on what matters most: client relationships. #J-18808-Ljbffr

Vacancy posted 14 hours ago
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