Responsibilities
Sell investment services to mid-to-high-net-worth individuals by generating leads, prospecting, networking, developing referral sources, and managing sales through closure. Research prospects’ financial situations, build and maintain client relationships, support account and transaction activities, and represent the firm in business and community organizations.
Requirements
Candidates should have at least five years of related experience, preferably in financial services, and a proven record of meeting sales production goals. They must be able to serve clients with at least $500,000 in investable assets and analyze complex financial situations; an undergraduate degree or equivalent experience is preferred.
