Job description
Build your financial services career with one of the industry’s premium boutique firms serving the affluent investor market as you partner with a team of Regional Vice Presidents to facilitate meetings to acquire new client relationships. In a partnership with the external Regional Vice Presidents, the Junior Wealth Management Associate is responsible for identifying and acquiring new business within their assigned territories to meet daily, monthly and quarterly sales goals.
Job Details:
Job Details:
- You will be provided training programs designed to educate in all areas of the capital markets, portfolio management, sales, and financial products as well as warm leads provided for the Associate’s outbound calls from the thousands of investors that use this company and their services.
- Strong communication skills are a must for phone/client interaction.
- There is promotability within the firm based on skills and interest. During the first 90 days, you will be offered training to prepare to take the Series 65 license.
Even though job is remote, Chicagoland candidates encouraged to apply for potential meetings etc.
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