Private Client Advisor

Firm: Large global portfolio
management firm with over 200 billion in assets under management.
Each client would have a separately managed portfolio that is custom
tailored for that client. Fee based discretionary managed portfolios. Main
selling feature is that clients would hold a truly globally
diversified portfolio of individual stocks and bonds (not limited to North
American equities and bonds). 

  Role: In this home
based outside sales role, you will be focused on closing leads of high net
worth clients that have already expressed interest in investing with
this firm and who have over $500k to invest. There is absolutely no cold
calling/no prospecting in this role and the firm prefers that you focus on
closing the leads that the firm provides. In this role you would be focused on
speaking with the leads, meeting with the leads, with the goal of signing
this client up to invest with this firm. A dedicated portfolio
management and service team are primarily responsible for the transition and
retention of client relationships.

  The firm actively
markets their services via direct mail, internet, television advertising and
other mediums. The firm receives pre-qualified responses from interested
investors who are willing to have a discussion about moving over their investment
portfolio.

Home Office: The firm covers
all home office expenses: computer, phone, scanner, printer, etc. The firm also
covers all travel expenses and gives you an expense account.

 Compensation: $100,000 salary
to start + uncapped commission (average total compensation $300,000-$500,000
and top producers earning $1+ million)

Benefits: 100% coverage on all
health/medical, dental & vision care for you and any dependents

Requirements: Must be licensed to
manage portfolios that contain individual stocks/bonds (not just mutual funds)
for at least 2 out of the past 4 years & a strong track record of success
in sales and bringing in new investment assets to the firm.