Financial Advisor

Company Information

Our client company is one of the largest publicly traded global asset management firms in the world with approximately $618 billion in assets under management. They provide diversified, global investment management services that include growth and value equities, style blend and fixed income services to institutional, high net worth and retail clients worldwide. Additionally, they provide in-depth research, portfolio strategy, trading, and brokerage-related services.

Job Description:

Global Wealth/Client Advisor for a prominent Money Management firm. Strong sales background with proven sales record required. Responsibility is to create a network with attorneys, CPAs, etc., people who know wealthy individuals and sell to the wealthy individuals the asset management services of the firm. Background can be from any industry such as medical device sales, real estate sales, mortgage, law, etc. Most importantly individuals should possess a strong desire to work in the global wealth/private banking arena...have successful sales experience...without a lot of job changes. Training will be provided.

Primary Responsibilities:

• Originator of sales
• Creating a network with attorneys, CPAs, etc., people who know wealthy individuals.
• Selling asset management services.
• Creating business through obtaining new accounts and managing existing accounts.

Required Background:

• High success rate in any field of sales (direct sales preferred).
• Prospective candidates should have strong sales experience within any industry.
• Candidates must be aggressive and demonstrate an "empathetic" personality.

• Experience in capital markets and institutional sales a plus.

• Experience as business development attorney, accountant, medical device sales, printing sales, computer sales, etc.
• Originator of sales.
• More experience as sales representative preferred rather than sales directors or sales managers.
• Cold Calling experience a must.
• College BA/BS preferred MBA

Compensation:

• Base salary is $150,000 + percentage of money invested. (Very high income potential!)
• Total compensation is based on a fee (percentage) of the total investment brought into the firm to be managed.