Wealth Management Advisor

About the job

Firm: Large global portfolio management firm with over 300 billion in assets under management. Each client would have a separately managed portfolio based on their risk tolerance, asset allocation and securities preferences. A fee-based platform that offers global portfolio management solutions.

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 or more to invest. There is absolutely no cold calling/prospecting in this role and the firm prefers that you just focus on closing the client leads that the firm provides.

Dedicated portfolio management and service team are primarily responsible for the transition and retention of client relationships.

The firm actively markets its 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 base salary to start + uncapped commission, with average total compensation 300-350k and top producers at 500k+. Comprehensive Benefits program

Requirements:

MBA or CFA level 1 completed or CIM (or willing to complete the CIM within 3 months) & licensed to sell/manage portfolios containing stocks/bonds (not just mutual funds) for at least 2 out of the past 3 years.

Must have an IIROC license