VP of High Net Worth Sales - Buffalo NY
VP of High Net Worth Sales - Buffalo NY
Posted on :
12-11-2022
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Jobs by Experience
4-5 years
Monthly Salary
Not Disclosed
Salary Not Disclosed
Posted on :
12-11-2022
Job Description
Vice President - Financial Services
Our client is a well-known private investment management firm. Theyre looking for QUALIFIED financial professionals to join their team in select locations around the country.
The Vice President is responsible for selling the firms investment services to high net worth individuals. Other individuals will then maintain the ongoing client relationship while working in conjunction with the portfolio management team.
The Vice President must have a track record of success selling managed money in the HNW space, as well as a high degree of integrity and an entrepreneurial spirit.
Leads and support are provided by the firm.
Requirements
* At least 8 years of experience in financial services
* Six-figure income for the last 3 years
* Clean U4, U5, CRD
* Superior consultative sales skills
Qualifications Bachelor s degree from an accredited college or university Minimum 5 years relevant experience within financial services, wealth management preferred Strong organization and communication skills CFP required Competence with industry software to include CRM, Portfolio Management system, MS Office, custodial platform
Employment Type
Full Time
Key Skills
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