Wealth/Financial Advisor--Transitional Consultative Sales Skills Can Work

Overview

Hybrid
$150 - $200
Full Time

Skills

Consultative Sales
Financial Services

Job Details

Thank you for your possible interest. Please apply for further information.

Term: W2 Salary + Commissions. Around a 175k base + very significant upside---Ideal candidate would be someone who is not comfortable/accepting at the 175k ish level.

Location: Onsite in office on occasion/as needed + local event/client meetings, etc for related sales events.

Role: Advisory Level Financial Sales Wealth Management Transitional careers are more then welcome in fact, encouraged to apply

Vertical: Premier Investment Institution

This group seeks candidates who are strong revenue producers in fields where the sale is significant and ideally the targets are wealthy people, organization, businesses or C level decision makers.

The client is open to those with strong related advisory/relationship level sales skills who are open/willing to transition careers/business models to a financial advisory role that can be extraordinarily lucrative

People with proven track records in the below listed areas would be good fits Please note that this is only a sample and is not meant to be exhaustive.

  • Commercial Real Estate
  • Residential Real Estate
  • Ultra-high end car sales
  • Jet leasing
  • Successfully building and selling a business
  • Private Banking
  • High End Recruiters
  • Direct Sales in Finance/financial products
  • And others with direct sales experience at the higher level B to C ideally but B to B can also work.

The group will offer its advisors tremendous support, to include but not limited to a great product stack, relevant supports terms, a direct assistant and junior level associate to aid in your success.

Training will be several weeks long and you will be paid your full salary while undergoing it.

Qualifications:

  • Bachelor's degree
  • Strong ties to the community
  • A track record of success
  • Some aspect of their background relating to finance and or the financial markets would be ideal but not mandatory.

Is a college graduate, and may have an MBA, but an advanced degree is not required.

At a stage in their career where they are highly motivated to succeed professionally and financially. Wanting to go to the next level in their careers/business

Thrives on meeting new people.

Is an energetic and entrepreneurial business builder, who thrives and excels in a competitive marketplace. Wants to succeed.

Demonstrates the ability to build and maintain relationships with third-party referral sources such as attorneys, accountants, business advisors and others.

Is a careful listener and empathetic with clients.

Demonstrates great consultative sales experience---Open as to where and how.

Thank you again for your time and consideration

Employers have access to artificial intelligence language tools (“AI”) that help generate and enhance job descriptions and AI may have been used to create this description. The position description has been reviewed for accuracy and Dice believes it to correctly reflect the job opportunity.