At a Glance
- Tasks: Engage with warm leads and convert them into high-net-worth clients.
- Company: Leading global investment-management firm with a focus on client acquisition.
- Benefits: Unlimited earning potential, 100% remote work, and a supportive team environment.
- Other info: Opportunity to thrive without managing client portfolios.
- Why this job: Transform your career in financial planning and excel in business development.
- Qualifications: 5+ years in financial services and proven sales skills required.
The predicted salary is between 82800 - 101200 $ per year.
Transform your financial planning career into a wealth advisory role with unlimited earning potential.
This 100% remote position focuses on client acquisition rather than portfolio management.
Our client, a leading global investment-management firm, seeks experienced Private Client Advisers to excel in business development.
You will engage with a steady flow of warm leads, understanding their financial goals and converting them into clients.
This role requires strong sales skills and the confidence to handle high-net-worth individuals effectively.
Key
Responsibilities
- Manage a pipeline of qualified prospective clients
- Conduct discovery conversations to assess financial goals
- Present investment services and value propositions
- Build trust with high-net-worth clients
- Transition clients to dedicated relationship teams
Requirements
- Minimum 24 months of IIROC Investment Dealer registration
- 5+ years in financial services or wealth management
- Proven track record in client acquisition and sales
- Exceptional communication and presentation skills
- Motivated and self-driven to excel without limits
This role offers a unique opportunity to leverage your sales skills without the burden of managing client portfolios. #J-18808-Ljbffr
Wealth Adviser – Remote in Regina employer: TalentSphere
Join a leading global investment-management firm that prioritizes your growth and success as a Wealth Adviser. With a fully remote work environment, you will enjoy the flexibility to manage your schedule while engaging with warm leads and high-net-worth clients. The company fosters a dynamic work culture that encourages professional development and offers unlimited earning potential, making it an exceptional employer for those looking to thrive in the financial planning sector.
