VP, Investment Sales (Inside) — High-Net-Worth Leads
$100kStaffing In Motion
A leading investment firm in Plano, Texas, is looking for a skilled inside sales representative to manage high-net-worth leads and schedule video meetings with prospective clients. Responsible for converting leads provided by the firm into clients, this role offers a competitive $100,000 base salary plus uncapped commission, allowing top producers to earn significantly more. Employees enjoy comprehensive benefits including medical coverage and 401k matching. #J-18808-Ljbffr Staffing In Motion
- ...Business Provided. Stop chasing leads and start focusing on what... ...clients. Our client is hiring Investment Counselors to support an established roster of high-net-worth clients. Since 1995, the firm... ...with a clear separation between sales and client service—so you can...High net worthVisa sponsorship
$10k
...Executive Imagine walking into a sales environment surrounded by... ...engage over the phone with high-net-worth individuals throughout... ...expressed interest in Fisher Investments. Using sales techniques, you... ...will provide you with warm leads, which means no cold calling...High net worthWork at office$104.8k - $161.7k
...Inside Sales Manager Lennox Driven by 130 years of legacy, HVAC and refrigeration success, Lennox provides our residential and commercial customers with industry-leading climate-control solutions. At Lennox, we win as a team, aiming for excellence and delivering innovative...SuggestedTemporary workWork at office- BrokerHunter is hiring Investment Counselors to manage relationships with high-net-worth clients. You’ll receive industry-leading training and support from a dedicated internal team. Responsibilities include educating clients on investment strategies and conducting quarterly...High net worth
- ...A leading global financial institution located in Richardson, Texas is seeking a Contact... ...leader with strong customer service skills, a high school diploma or GED (Associates or... ...Bachelor's preferred), and experience with high net-worth customers. A comprehensive benefits...High net worth
$62.5k - $87.5k
...partner with Wealth Management Advisors and deliver exceptional service to high-net worth clients. Responsibilities include managing client relationships, leading practice meetings, and coordinating sales cycle activities. Candidates should have a minimum of 2 years in...High net worth- ...required • Previous sales experience required... ...required If you are: • highly motivated • goal-... ...insurance, annuity, and investment solutions. We act... ...York Life? From industry-leading training programs to a... ...agents to serve high-net-worth clients and complex...High net worthWork at officeLocal area
- A leading financial services firm seeks an experienced International Investment Counselor in Plano, TX. You will be responsible for managing relationships with high-net-worth UK clients, providing tailored investment education and support. The role emphasizes a consultative...High net worth
- ...A prominent insurance company is hiring an Inside Sales Representative in Plano, Texas. This role involves handling inbound calls and warm leads to consult with customers about their insurance needs. Qualified candidates should possess sales experience, strong interpersonal...Remote work
- ...services industry, will invest in you from the start,... ...a development team and sales support to guide your success... ...includes an industry-leading learning platform,... ...the country, offering a high-energy, entrepreneurial... ...qualifying agents to serve high-net-worth clients and complex...High net worthFull timeContract workWork at officeLocal area
- ...role partners closely with high-net-worth individuals and families to... ...Pointe leverage an industry-leading strategic platform of one of... ...access to institutional quality investments, life and legacy planning,... ...for someone who is outgoing, sales-minded, self-motivated and...High net worth
- ...manage and elevate relationships with ultra-high-net-worth clients. This is an opportunity to step... ...expertise across advanced planning, investment solutions, and advisory partnerships... ...through education and thoughtful guidance. Lead sophisticated conversations around...High net worthWork at officeRemote workMonday to Friday
- ...Client Advisor in Chase Wealth Management. You will provide comprehensive financial planning and investment solutions to clients ranging from first-time savers to high-net-worth individuals. The role demands excellent relationship management skills, a strong understanding...High net worth
- A global investment firm is seeking a Private Client Adviser in Plano, Texas. This role involves engaging with Canadian high-net-worth clients through phone calls, analyzing their financial needs, and offering investment solutions. Candidates must have a minimum of 2 years...High net worth
- Fortinet, Inc. is seeking an Inside Territory Account Manager Lead in Frisco, Texas. In this role, you will manage a team of Inside Territory Account... ...Managers and implement strategic plans to improve and expand sales. You must have 5+ years of technology selling experience...
$10k
...and are looking for a sales focused role! As a Private Client Adviser - Inside Sales, you will engage over the phone with high-net-worth individuals throughout... ...expressed interest in Fisher Investments. Take advantage of our... ...where qualified leads are provided and there...High net worthWork at office$10k
...interest in working in the United States with high-net-worth clients living in the UK? Come join our firm as an International Investment Counselor to service a roster of high-net-... ...structure that practices separation of sales and client service, you don't have to wear...High net worthWork experience placementWork at officeWork from home$10k
...Stop prospecting! Come join our firm as an Investment Counselor for a provided roster of high-net-worth clients. Since 1995, Fisher Investments has developed a... ...With a firm structure that practices separation of sales and client service, you don't have to wear the "many...High net worthWork experience placementWork at officeWork from home- ...multi-generational wealth strategies for high net worth clients to include the placement of... ...pipeline, and closed business report using sales management tool Represent the bank... ...Private Wealth Management clients as well as investments and risk at a level to discuss needs...High net worthLocal area
- ...of America’s core banking and investment solutions and client care.... ...as a licensed FSA I typically leads to progression into the next... ...financial centers with retail and high‑net‑worth clients. End‑to‑end advice... ...of financial services or sales experience. Skills Client Experience...High net worthWork at officeImmediate startMonday to FridayShift workDay shift
$10k
...financial goals? We are looking to develop our next generation of Investments Counselors at Fisher Investments through the Investment... ...team where you will manage your own roster of our high-net-worth clients. The Day-to-Day: Work collaboratively with your team...High net worthWork at officeWork from home- ...a central point of contact for high net worth clients and is responsible for overseeing investment portfolios and delivering personalized... ...incentive programs, non-annual sales incentive plans, or other non-... ...dignity, today weʼre a market-leading retirement company fueled by...High net worthWork experience placementWork at office
- ...America’s core banking, investment solutions, and client... ...of this stage typically leads to progression to Financial... ...owners, and higher net worth clients. Provide end‑to... ...services industry or sales experience. Schedule and... ...Education Requirement High School Diploma / GED /...High net worthWork at officeImmediate startMonday to FridayShift workDay shift
- ...individual contributors from leading agile technology companies, fintechs... ..., transparent savings and investing solutions. How You Will... ...leadership role High School Diploma or GED / Associates... ...Experience working with high net-worth customers About Goldman Sachs...High net worth
$62.5k - $87.5k
..., LLC. in Frisco, Texas is seeking a Wealth Client Relationship Manager to partner with Wealth Management Advisors and support high-net-worth clients. This role requires at least 2 years of relevant experience and strong client relationship management skills. Responsibilities...High net worth- TIAA is seeking a Portfolio Manager for its Private Asset Management team. This individual will oversee high net worth client portfolios and provide tailored investment strategies. Key responsibilities include evaluating market trends, managing client relationships, and...High net worth
$85k - $95k
...-200 households ($100 million to $150 million in assets) of high net worth clients with assets in excess of 500k (per household). You are... ...and speaking to clients about their portfolios/investments. As the central point of contact for your assigned client base...High net worth$105k - $130k
A nationally recognized financial institution is seeking a Senior Estate Planning Professional to support ultra-high-net-worth clients, guiding them through complex estate plans. This role involves serving as the SME in client meetings and reviewing estate planning documents...High net worth- ...Description: Position Overview The Inside Account Executive will be responsible for high-prospecting activity leading to direct B2B sales of transport, Internet, and dark fiber... ...position will largely focus on selling into on-net and lit buildings while identifying...Work at office
- A financial services firm located in Plano, Texas, is seeking an International Investment Counselor to manage high-net-worth clients from the UK. The role requires building strong client relationships and reviewing investment strategies quarterly. Candidates must have a...High net worth
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to VP, Investment Sales (Inside) — High-Net-Worth Leads. Be the first to apply!


