Job Description

If you’ve built relationships with affluent clients and know how to generate new business, this is a serious opportunity to level up.

We’re partnered with a premier global asset management firm seeking a Financial Investment Sales Executive / Wealth Management Advisor.

What You’ll Do

• Develop new client relationships through networking and referrals
• Work with high-net-worth / affluent clients
• Build and grow a strong book of business
• Leverage centers of influence to drive new opportunities
• Maintain and deepen existing client relationships

Qualifications

What You Need

• 5+ years in financial services sales or wealth management
• Proven track record of new client acquisition
• Experience working with affluent or high-net-worth clients
• Background with a major financial firm or banking institution
• Must be based in the local market

Additional Information

The Real Scoop:

Why This Role

• Top-tier global firm with strong brand recognition
• Base salary $175K–$250K
• No overnight travel
• Strong internal support and training

CTA

If you’re producing but want a stronger platform behind you, let’s talk.

https://calendar.app.google/DzWFg6bmseaEC4U36

CRD Careers | 407-436-9060 | www.crdcareers.com