Job Description

Job Description

JOB DESCRIPTION

Commission Only 75-95% payout on fees and annuities. This job allows you to work remotely in the comfort of your own home or office.

Develop and manage relationships with high-net-worth individuals, their families, and foundations. Assist clients with building and preserving their financial wealth by creating and implementing long-term asset allocations within the context of each client’s particular risk tolerance, and by providing access to innovative investment ideas and opportunities.

SKILLS AND ABILITIES REQUIRED

• Proven ability to engage with and influence others

• Exceptional interpersonal and relationship building skills

• Proven ability to quickly build trust and credibility

• Proven ability to assess needs of clients and recommend appropriate solutions/interventions

• Proven ability to listen and probe for clarity and understanding

• Goal and results oriented

• Ability to source clients through prospecting and networking