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
$10k
Overview Imagine walking into a sales environment surrounded by... ...engage over the phone with high-net-worth individuals throughout Canada... ...interest in Fisher Investments. Using sales techniques, you... ...will provide you with warm leads, which means no cold calling...High net worthWork at office- ..., entrepreneurial Registered Investment Advisory (RIA) firm in Frisco... ...unique opportunity to step into a highly collaborative, client-focused... ...primarily on: High-net-worth individuals Physicians and... ...partners and take ownership of: Leading the financial planning...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 worthFull timeWork at officeLocal area
- 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...SuggestedRemote work
- 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
- ...addressing the wealth needs of High Net Worth and Ultra High Net Worth... ...management through a focused sales process Keep abreast of trends... ...A sound knowledge base of investing, trust and estates,... .... About Us Chase is a leading financial services firm, helping...High net worth
- A leading global financial institution located in Richardson, Texas is seeking a Contact Center... ...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
- 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
$70k - $100k
A leading sales organization in Plano, TX is looking for an Entry Level Inside Sales Representative. Success in this role requires 1-3 years of sales experience, a strong work ethic, and an ambitious mindset. Responsibilities include presenting solutions to customers,...- ...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
- ...and elevate relationships with ultra-high-net-worth clients . This is an opportunity to step... ...expertise across advanced planning, investment solutions, and advisory partnerships... ...education and thoughtful guidance. Lead sophisticated conversations around topics...High net worthWork at officeRemote workMonday to Friday
$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
...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...High net worthWork at officeWork from home$10k
...in Canada? Come join our firm as an International Investment Counsellor to service a roster of high-net-worth clients. Since 2009, Fisher Investments International... ...With a firm structure that practices separation of sales and client service, you don't have to wear the many...High net worthFull timeWork at officeWork from home$85k - $95k
...Description Job Description Positions : Investment Counselor & Wealth Builder Location... ...on building trusted relationships with high-net-worth clients while delivering exceptional... ...‐focused only — no cold calling or sales responsibilities — and clients are provided...High net worthFull timeWork at officeRemote workRelocationRelocation package- ...Private Bank, which delivers tailored financial advice to high-net-worth clients and families; Wealth Management Solutions, which provides investment expertise and global market insights; and Workplace Solutions, a leading cloud-based share plan administration platform....High net worthVisa sponsorship
$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 specialized... ...a firm structure that practices separation of sales and client service, you don't have to wear the '...High net worthWork experience placementWork at officeWork from home$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$124k - $155k
...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 we're a market-leading retirement company fueled by...High net worthWork experience placementWork at office- ...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
- ...Goldman Sachs, Contact Center Team Lead, Analyst, Richardson, TX... ...cost, transparent savings and investing solutions. You are passionate... ...service oriented leadership role High School Diploma or GED /... ...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- ...lifecycle for complex alternative investment strategies spanning hedge... ...management. This is a high-visibility role where your fund... ...experience for institutional and high-net-worth investors across our... ...Client Relationship Management - Lead the end-to-end onboarding...High net worthWork at office
- A leading financial services company in McKinney, Texas is looking... ...candidate will work with high-net-worth individuals to develop relationships... ...and deliver comprehensive investment solutions. Required... ...experience in financial services or sales. Strong interpersonal and...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- ...management advice and build long-term relationships with clients. The role emphasizes financial planning and investment strategies tailored for high-net-worth individuals. Ideal candidates should have a background in financial advising with proven success in client acquisition...High net worth
- Insight Global is seeking candidates for Investment Counselor and Wealth Builder roles in Plano, TX. Investment Counselors manage portfolios for high-net-worth clients, focusing on building relationships rather than sales. Wealth Builders support a larger client base while...High net worth
$83k - $100k
Inogen is looking for an Inside Sales Manager in Plano, Texas to create and implement effective sales processes, manage an onsite and/or remote sales team, and ensure compliance with company standards. The ideal candidate will have at least seven years of proven sales...Remote job- ...specialized training, mentorship, and the opportunity to manage high-net-worth clients. Successful candidates will collaborate within a team and will need to connect regularly with clients to review investments. The starting compensation is $80K-$85K, with additional...High net worthTraineeship
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