Investment Wealth Advisor
3 weeks ago
About the Role:
Firm: A leading portfolio management company with a substantial asset base.
This is an inside sales position with a strong focus on closing prequalified leads. The primary responsibilities include calling high net worth leads, scheduling video meetings with prospective clients, and gathering new assets for the firm. The company actively markets their services through various channels, resulting in thousands of prequalified responses from interested investors.
- The firm provides all lead flow and comprehensive sales support.
- A dedicated portfolio management and service team handles the transition and retention of client relationships.
Compensation and Benefits:
$100,000 base salary to start, followed by uncapped commission. Average total compensation ranges from $250,000 to $300,000, with top producers earning up to $400,000.
Benefits include 100% coverage for health, medical, dental, and vision care for employees and their dependents, as well as 50% 401(k) matching.
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