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High Net Worth Portfolio Advisor
1 month ago
About the Role:
Firm: A leading portfolio management company with over $200 billion in assets under management.
This is an inside sales position with a focus on calling high net worth leads provided by the firm, scheduling video meetings with prospective clients, and gathering new assets for the firm.
The firm actively markets their services via direct mail, internet, and other mediums, resulting in thousands of prequalified responses from interested investors willing to invest a minimum of $500,000.
No cold calling or prospecting is required, and the firm prefers that you focus on closing the leads provided.
Key Responsibilities:
- Call high net worth leads provided by the firm
- Schedule video meetings with prospective clients
- Gather new assets for the firm
Benefits:
- $100,000 base salary to start, with uncapped commission potential
- Average total compensation of $250-$300,000, with top producers earning up to $400,000
- 100% coverage of health, medical, dental, and vision care for you and your dependents
- 50% 401(k) matching
