Transform your financial planning career into a wealth advisory role with unlimited earning potential. This 100% remote position focuses on client acquisition rather than portfolio management.
Our client, a leading global investment-management firm, seeks experienced Private Client Advisers to excel in business development. You will engage with a steady flow of warm leads, understanding their financial goals and converting them into clients. This role requires robust sales skills and the confidence to handle high-net-worth individuals effectively.
Key Responsibilities:
- Manage a pipeline of qualified prospective clients - Conduct discovery conversations to assess financial goals - Present investment services and value propositions - Build trust with high-net-worth clients - Transition clients to dedicated relationship teams
Requirements: - Minimum 24 months of IIROC Investment Dealer registration - 5+ years in financial services or wealth management - Proven track record in client acquisition and sales - Exceptional communication and presentation skills - Motivated and self-driven to excel without limits
This role offers a unique prospect to leverage your sales skills without the burden of managing client portfolios.#J-18808-Ljbffr