High Wealth Financial Sales - Investment

Financial Advisor Investments

This position is with a large financial services company that will give the right candidate with financial consulting selling experience the opportunity to earn outstanding compensation. The position requires strong financial background, exceptional communication skills and relationship building skills. The ideal candidate will possess a high level of commercial acumen and have the ability to convince clients to “make a change”. The candidate will be familiar working in a fast paced, growth-oriented environment.

Specialty: Financial/Investment Sales
Market: Professional
Product: Financial Investments
Position/Title: Sales Representative

Openings in:

- New York
- Boston
- Dallas
- Washington DC
- Chicago
- Houston
- LA (not Orange County)
- San Diego
- Tampa
- Orlando

Work out of a company office

Relocation: No
Company Size: Large – Over $500MM
Travel Requirements: 10-20%

Base Salary: $150,000 First year earnings after formal training  between 200k to 250k.  500k to 1m is a reality as time progresses

Desired Education: MBA Preferred
Desired Experience: 15+ Years
Desired Specialty Background: Candidates need to be well connected in the city in which they reside (such as CPA’S, Attorneys, Bankers, or other professionals,)

Experience:

1. Responsible for developing relationships with high wealth individuals selling financial investments

REQUIREMENTS AND QUALIFICATIONS

1. BS, BA Four Year Degree, MBA preferred.
2. Proven, demonstrated success in previous positions with 175k - 300k plus earnings.
3. Experienced in the financial industry and in particular Investments
4. Job Stability
5. Be able to show demonstrated success

DESIRED SKILLS AND QUALIFICATIONS

1. Ability to project a professional image.
2. Ability to take prompt action to accomplish objectives and achieve goals beyond what is required.
3. Strong communication and leadership skills.
4. Ability to manage multiple tasks towards common goal in a timely fashion.
5. Proven negotiation skills.
6 MUST be well connected in your local community
7. MUST be able to write an effective business plan

This company is an Equal Opportunity / Affirmative Action Employer.

Cube Management helps companies accelerate their sales, by providing the Sales & Marketing talent they need to grow their business. Cube Management is a leading recruiting and consulting partner to mid-market and emerging growth companies in the technology, manufacturing, healthcare and business service sectors. We work across the spectrum of Sales, Marketing and Business Development, providing holistic solutions that drive revenue and profit success. Cube Management combines Strategy, Process and People, to produce great results.