VP, Private Client Group

Job not on LinkedIn

🔥 0 minutes ago

🇺🇸 United States – Remote

💵 $100k / year

⏰ Full Time

🔴 Lead

👔 Vice President

👻 Ghost score 0%

What it means: how likely this posting is sitting open without active hiring.How to read it: 60% or higher means we think this is a ghost. Lower scores are less of a worry.How we score it: age, reposts, open roles vs team size, how fast jobs close, and whether pay is listed.Fine print: an estimate from public data, not a judgment of the company. Real jobs can score high, so treat it as a hint, not a fact.

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CNI Consulting Inc.

WebsiteLinkedInAll Job Openings

1 - 10 employees

Founded 1994

💼 Consulting

📦 Logistics

📣 Marketing

Consulting • Logistics • Marketing

CNI Consulting Inc. is a recruitment firm focused on placing talented professionals in positions with reputable companies, including Fortune 500 firms and non-profits. With over 20 years of experience, the company is dedicated to enhancing human capital while providing personalized career opportunities for individuals. Their team comprises experienced HR professionals who leverage cutting-edge technology and extensive industry networks to successfully match candidates with the right roles, fostering long-term partnerships with both clients and candidates.

📋 Description

• Manage the business remotely from home while covering a local territory within driving distance • Present wealth management solutions to high-net-worth prospects • Call and close qualified leads from high-net-worth prospects with $500k or more to invest • Meet with prospects to evaluate their personal situations and provide solutions • Educate prospective clients on the firm’s services • Assist qualified consumers in becoming clients • Work with the internal portfolio management and service team, including sales support, client service, and marketing • Report to the Director of Private Client Group Sales • Use provided resources and support throughout the sales process

🎯 Requirements

• 5 to 7 years or more of selling to stock market investors within the financial industry • Current Investment Advisor Representative designation, OR Series 65, OR a combination of FINRA Series 7 and Series 66, OR qualifying financial professional designations or equivalents • Extensive experience bringing in new investor business • High-volume phone activity experience • Experience conducting in-person meetings • Experience working as an investment advisor or external wholesaler • Strong track record of success in sales and bringing in new investment assets • Record of six-figure earnings in each of the past 3 years • Ability to work remotely from home and cover a local territory within driving distance

🏖️ Benefits

• $100,000 base salary to start with a gradual step-down decline to $0 • Uncapped commission • Compensation includes a percentage of estimated first year’s management fees plus trailers for new business closed • Average total compensation of $300,000 to $350,000 • Top producers earning $1 million or more • 100% paid medical, dental, and vision premiums for you and qualifying dependents • 50% 401(k) match, up to the IRS maximum • 8 weeks Paid Primary Caregiver leave • Adoption assistance • Back-up childcare • Expense account with all home office and travel expenses covered • Computer, phone, scanner, printer, and other essential equipment