Private Wealth Executive

Client Acquisition

100B+ AUM

Remote

Extensive internal leads; no external sourcing required

Overview

• Dynamic 100B+ AUM Independent Wealth Management Firm seeks a Private Wealth Executive to focus on client acquisition to provide planning and investment solutions towards achieving their life goals
• The Firm has been growing organically at a rate of 20% year over year for the last decade
• Collegial culture with extensive operational, investment, financial planning and relationship management support

Highlights

• Significant base compensation with long term payouts in perpetuity
• Clear and well-trodden track to $1,000,000+ income
• No portable book of business necessary
• Opportunity to work 100% remote

Requirements

• 5+ years of sales achievements within the high-net-worth wealth management arena