Are you a
financial advisor burdened with wearing too many hats? Are you looking to move
away from cold calling? Does a hybrid service and sales environment without
prospecting appeal to you?
The
Opportunity:
In this role you would be
responsible for managing short term client relationships & closing
extremely warm leads of prospective clients who are interested in investing
with this firm and would be willing to invest $500,000+. You would be working
closely with the Portfolio Management team and Financial Planning team who
would create an investment proposal and a financial plan, that you would help
present to the client. The goal of this position is to convert these warm leads
into actual clients of the firm.
Due to the
pay transparency laws that have gone in effect, I am including the full salary
range for this position: $65,000-$120,000 + commission.
However, realistically for
new hires, compensation schedule is as follows:
For the first 6 months
salary starts at $85,000-$90,000. After 6 months the salary drops to $65,000,
however the commissions really pick up. Average total in your first year is
around $130,000. Average total compensation in year 2 and beyond is within the
$150,000-$280,000, with top producers earning $300,000+.
Benefits
The
Day-to-Day:
We are a Staffing Agency who specialize in recruiting for roles in Wealth Management, Capital Markets, Financial Services, Accounting and Sales. Our recruiters have experience working in your industry. With prior experience in Finance, Wealth Management and Sales, we understand the industries that we are recruiting in.
