Firm: Largeglobal portfolio management firm with over 300 billion in assets undermanagement. Each client would have a separately managed portfolio based ontheir risk tolerance, asset allocation and securities preferences. A fee-basedplatform that offers global portfolio management solutions.
Role: Inthis home-based outside sales role, you will be focused on closing leads ofhigh net worth clients that have already expressed interest in investing withthis firm and who have over 500k or more to invest. There is absolutely no coldcalling/prospecting in this role and the firm prefers that you just focus onclosing the client leads that the firm provides.
Responsibilities: Dedicatedportfolio management and service team are primarily responsible for thetransition and retention of client relationships.
Marketing: Thefirm actively markets its services via direct mail, internet, televisionadvertising and other mediums.



The firm receives pre-qualified responses frominterested investors who are willing to have a discussion about moving overtheir investment portfolio.
Home Office: The firm covers all home officeexpenses: computer, phone, scanner, printer, etc. The firm also covers alltravel expenses and gives you an expense account.
Compensation: $100,000base salary to start + uncapped commission, with average total compensation300-350k and top producers at 500k+. Comprehensive Perks program
Requirements: MBAor CFA level 1 completed or CIM (or willing to complete the CIM within 3months) & licensed to sell/manage portfolios containing stocks/bonds (notjust mutual funds) for at least 2 out of the past 3 years.

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📌 Wealth Management Advisor (New Brunswick)
🏢 Zohorecruit
📍 New Brunswick