Job Title

Take charge as an Investment Advisor and support clients to realize their financial aspirations. Enjoy the flexibility of managing your own business while benefiting from comprehensive company resources. Embrace this role if you''re a proactive individual with 46 years of sales experience, eager to build a portfolio of affluent clients. Your role will involve crafting customized investment strategies and leveraging extensive resources for effective financial planning. The position emphasizes strong relationship-building skills, ensuring that clients receive personalized advice and support tailored to their complex needs. Key Responsibilities: Acquire and manage relationships with high-net-worth clients Design personalized investment portfolios Cultivate long-standing client trust through service Partner with other financial services for holistic support Provide expert guidance and planning Requirements: 46 years of outbound sales background Completion of CIRE and RSE required prior to starting Interest in financial planning and portfolio strategies Proven ability to develop robust client relationships Direct marketing experience is a plus Drive client success and your own career by delivering customized financial solutions and building meaningful client connections. #J-18808-Ljbffr