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  • Independent
  • RIA
  • Wirehouse Broker
  • New York, New York
  • This position has been filled

Website FARecruiter Major National RIA

FINANCIAL ADVISOR –REGIONAL VICE PRESIDENT- BUSINESS DEVELOPMENT

Is DOL affecting how you and your firm will conduct business in the future? How would you like work for an RIA that has not had to change anything now that DOL has gone into effect? A firm that has no expectation of you bringing any of your current clients and will give you every lead you will need to make a sizable six figure income.

Wanted – Accomplished Retail Financial Services Professional with a need to make a significant six figure income. This challenging position offers the opportunity to work directly for one of the highest regarded Money Managers on the planet!

You:

  • Aggressive –Tenacious-Highly Motivated – Entrepreneurial Spirit
  • Seasoned Financial Services Professional – Minimum Series 65
  • High Activity – Multitasker
  • Comfortable Dealing with Prospect of Considerable Wealth – Confident, Dynamic, and Assertive
  • Driven to Make Unlimited Income – History of Six-Figure Income Required
  • Successful Track Record of Selling Investment Management to Retail HNW Clients – Min. 5yrs
  • “Rock Star Closer” – “Pure Sales”
  • Highly Ethical and Professional – Pristine U4, U5, Credit – We Hire The Best!

The FIRM:

  • Nation’s Largest Independently Owned RIA – AUM $60BB and climbing
  • Money Manager – Nationally Recognized TV Personality-Fox Business, Bloomberg, WSJ TV, CNBC
  • Author – Forbes Magazine (30 Yrs.), 10 Published Books – 4 New York Times Best Sellers!
  • Top 25 Most Influential Figures in the Financial Industry – Investment Advisor Magazine
  • Masters of Marketing our Product to the Most Affluent Prospective Clientele

FINANCIAL ADVISOR –REGIONAL VICE PRESIDENT- BUSINESS DEVELOPMENT

Your Contribution:

Your responsibility is plain and simple – Take 80-100 Warm Leads a month, prospects that have reached out to the firm, contact these High Net Worth prospects on the phone, determine their needs, and when appropriate schedule a face to face meeting to discuss the Firm’s product offering. Next meet with the client using a direct Consultative Selling Approach, gain the client’s acceptance to move assets to the firm. Period you are done! All investment decisions will be selected and managed by a dedicated Portfolio Management Team. All future Client Relationship Management and Retention will be managed by our professional service team.

Your Reward:

We understand that quality comes at a price and are not shy about offering a very handsome, industry leading compensation package. We provide a significant Base Salary + Bonus on New Assets + Revenue Share which we target first year income at $250,000. In addition to this we offer a complete benefits program that includes a Medical and Dental Program at no cost to you, find that in today’s market! Successful Individuals in this role should expect to double the first year’s income in the first 3 to 4 years if not sooner. Our top salespeople in this role are making seven- figure incomes.

In Conclusion:

This job is not for everyone, we know that. We do not apologize for the high standards we expect from our candidates. We seek the top 1% of Individuals in our Industry, but, believe that we offer the same to successful candidates. If you believe you have what it takes and the motivation to push your career to the highest levels, we invite you to submit you CV or resume for consideration. Only qualified candidates will be contacted for future discussion.

FINANCIAL ADVISOR –REGIONAL VICE PRESIDENT- BUSINESS DEVELOPMENT