Investment Advisory Expert
1 day ago
VIMA LLC is a fee-only IRA firm committed to delivering exceptional financial services to high-net-worth individuals and their families.
Estimated SalaryThe 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 SummaryThis 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
- 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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