Become a Wealth Management Advisor with a large global firm specializing in high net worth clients. Focus on converting warm leads into clients without traditional prospecting.

This home-based outside sales role targets high net worth individuals with over $500,000 to invest. Your focus will be solely on closing leads provided by the firm, allowing you to concentrate on relationship-building and portfolio management. Enjoy extensive support from dedicated service teams who manage client transitions and retention.

Key Responsibilities:
• Close leads from high net worth clientele
• Provide tailored portfolio management solutions
• Collaborate with dedicated service teams
• Utilize firm-provided marketing materials
• Manage relationships with existing clients

Requirements:
• Completed MBA or CFA Level 1, or CIM within 3 months
• Licensed to manage portfolios with stocks and bonds
• 2 years portfolio management experience in the last 3 years
• Exceptional interpersonal and communication skills
• Ability to work independently in a home office

Leverage your expertise in wealth management and focus on high-value clients for a rewarding career in finance.
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📌 High Net Worth Wealth Management Advisor (British Columbia)
🏢 Zohorecruit
📍 British Columbia