Investment Advisory Expert

1 day ago


Troy, Michigan, United States VIMA Full time
VIMA LLC Profile

VIMA LLC is a fee-only IRA firm committed to delivering exceptional financial services to high-net-worth individuals and their families.

Estimated Salary

The estimated annual salary for this role is between $150,000 and $200,000, with potential payouts ranging from 75% to 100% on fees and annuities.

Job Summary

This Investment Advisory Expert role entails developing and managing relationships with high-net-worth clients, helping them achieve their financial goals through customized asset allocation strategies.

Key responsibilities include:

  • Assisting clients in building and preserving their financial wealth
  • Developing and maintaining strong relationships with clients
  • Providing access to innovative investment ideas and opportunities
  • Working remotely from a home or office environment
Requirements
  • Proven ability to engage with and influence others
  • Exceptional interpersonal and relationship-building skills
  • Proven ability to quickly build trust and credibility
  • Ability to assess clients' needs and recommend appropriate solutions
  • Goal-oriented with a focus on results
  • Able to source clients through prospecting and networking


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