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Senior Vice President of Wealth Management Sales

2 months ago

Naples, Florida, United States CNI Consulting Inc. Full time

This is a remote opportunity.

Senior Vice President of Wealth Management Sales

Overview

We invite experienced financial advisors to explore a rewarding opportunity focused exclusively on sales. As the Senior Vice President of Wealth Management Sales, your primary responsibility will be driving sales without the burden of service obligations. You will benefit from a steady stream of qualified leads, eliminating the need for cold outreach. Join CNI Consulting Inc., a privately held, multi-billion-dollar global investment firm dedicated to prioritizing client needs.

The Opportunity:

This lucrative sales position allows you to operate remotely from your home, managing a designated territory within a convenient driving distance. You will showcase the firm's wealth management offerings to high-net-worth individuals. Reporting directly to the Director of Private Client Group Sales, you will receive comprehensive support and resources throughout the sales process, including assistance from a dedicated internal team comprising sales support, client service, and marketing professionals.

Day-to-Day Responsibilities:

  • Engage with high-net-worth prospects who have expressed interest in the firm's services.
  • Conduct meetings with potential clients to assess their financial situations and propose tailored solutions.
  • Educate prospective clients about the firm's diverse offerings.
  • Facilitate the transition of qualified individuals into clients of the firm.

Requirements:

  • A minimum of 5 years of experience in sales targeting stock market investors.
  • Possession of a current Investment Adviser Representative designation, or FINRA Series 65, or a combination of FINRA Series 7 & 66, or other qualifying financial professional credentials.
  • Proven track record of generating new investor business.
  • Experience with high-volume phone interactions and in-person consultations.
  • Demonstrated history of achieving six-figure earnings for the past three years, following a pay-for-performance compensation model.

Benefits:

  • Comprehensive medical, dental, and vision coverage fully paid for you and your eligible dependents.
  • A 50% match on 401(k) contributions, up to the IRS maximum limit.
  • Nine paid holidays and eight weeks of paid Primary Caregiver Parental Leave.
  • Access to a Back-up Child Care Program, offering up to 10 days annually.
  • A tailored learning and development framework designed for each employee.