
1 - 10 employees
Founded 1998
💸 Finance
Finance • Wealth Management • Financial Planning
Wealth Management Group, LLC. is a comprehensive wealth management firm that specializes in retirement planning, investment management, tax strategies, estate planning, and fund management services for individuals and businesses. With a mission to ensure financial confidence for retirees, the company emphasizes a family-oriented approach, fostering long-term relationships and trust with its clients. Their expert team is dedicated to providing tailored financial advice and solutions that align with each client's unique goals and needs, ensuring an informed and strategic approach to wealth management.
🕒 6 days ago
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1 - 10 employees
Founded 1998
💸 Finance
Finance • Wealth Management • Financial Planning
Wealth Management Group, LLC. is a comprehensive wealth management firm that specializes in retirement planning, investment management, tax strategies, estate planning, and fund management services for individuals and businesses. With a mission to ensure financial confidence for retirees, the company emphasizes a family-oriented approach, fostering long-term relationships and trust with its clients. Their expert team is dedicated to providing tailored financial advice and solutions that align with each client's unique goals and needs, ensuring an informed and strategic approach to wealth management.
• Develop and manage a strong pipeline of title insurance and settlement service opportunities • Leverage existing relationships with real estate agents, lenders, attorneys, and developers to generate consistent deal flow • Grow and maintain a personal book of business within assigned territories (NY/NJ focus) • Coordinate closely with internal closing and operations teams to ensure smooth transaction execution • Identify and pursue new business opportunities across residential and commercial real estate markets • Maintain ongoing client relationships to encourage repeat business and referral generation • Stay current on state-specific title regulations and compliance requirements • Represent the organization at industry events, networking functions, and partner meetings as needed
• Active title insurance license in New York and/or New Jersey (required) • Proven experience in title sales, escrow sales, or related real estate services sales • Strong existing book of business or established referral network strongly preferred • Demonstrated ability to generate and close revenue independently • Deep understanding of residential and/or commercial real estate transaction processes • Strong relationship-building and client management skills • Highly self-directed with the ability to operate in a remote or hybrid environment • Excellent communication and negotiation abilities.
• Significant upside for candidates with an established portfolio or high-producing network • Uncapped earning potential with flexibility to structure compensation based on production • Remote or hybrid work arrangement available based on candidate profile and location • Overall package designed to be highly competitive and adaptable for top-tier producers
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