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
- Fisher Investments is seeking a Canadian Account Executive for in-office... ...Plano, TX. You will engage high-net-worth investors in Canada by phone... ..., and a path to grow your sales skills within a... ...Marketing will provide warm leads, eliminating cold calling....High net worthWork at office
- ...privately held wealth management and investment advisory firm is expanding its tax services... ...to help build the tax platform, lead a growing team, and work directly with... ...individual tax compliance and review ~ High-net-worth / private client tax experience particularly...High net worthWork at officeRemote workFlexible hours
$10k
Imagine walking into a sales environment surrounded by motivated... ...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- Fisher Investments in Plano, TX seeks a Client Tax Accountant to join the Private Client Group and deliver white-glove tax services to High Net Worth clients. You will work closely with Investment Counselors and client-facing teams to manage tax planning, preparation,...High net worthLocal area
- 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
$85k - $95k
...starting) Bachelors degree (highly preferred but can be flex for... ...Global is looking for multiple Investment Counselors to join their... ...service associates, and renowned sales team to give our clients the... ...be focusing on $1 million + net worth clientele. Managing 200 of your...High net worthRemote workFlexible hours- ...Are you interested in servicing Ultra High Net Worth (UHNW) clients? Fisher Investments is hiring for High Asset Under Management (AUM) Investment Counselors to support the firm's largest, intricate private client relationships, ensuring they receive truly unparalleled...High net worthWork at officeWork from home
$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- ...Solutions Consultants (field sales) in order to develop comprehensive... ...environment Manage active leads and loans to increase loan... ...experience originating loans for high net worth clientele in a Private... ...management solutions and focused investment banking capabilities....High net worthFull timeFlexible hours
- ...experienced Wealth Advisor to serve as lead advisor on a book of client relationships... ...clients on financial planning and investment strategy, with a proven track record of... ...‑only RIA specializing in the needs of high‑net‑worth and ultra‑high‑net‑worth clients. We believe...High net worthFull timeWork at officeImmediate start
$10k
...clients? Do you enjoy collaborating across teams? If so, Fisher Investments is looking to grow and scale our Private Client Group (PCG)... ...and requirements. The Day-to-Day: Work directly with High Net Worth (HNW) clients on end-to-end tax needs Prepare federal, state...High net worthWork at officeLocal areaWork from home$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$85k - $95k
...seeking a Relationship Manager to oversee a discretionary book of 150-200 high-net-worth households with $100M-$150M in assets. You will act as the central client contact, explaining investment decisions and addressing client questions about portfolios and markets. Compensation...High net worth- ...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
$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- ...Sales Account ExecutiveInsight Global is looking for a Sales Account Executive to come... ...These candidates will be communicating with high-net worth investors to arrange meetings with... ...This is a heavy outbound call role (warm leads) and you get paid commission for every meeting...High net worth
$90k - $140k
...total years of experience with relevant investment management experience Think recommending... ...no CFA, then they must have some sort of highly quantitative masters degree Masters of... .... You will be provided a roster of high net worth clients. 100% paid medical, dental and vision...High net worthPermanent employmentFull timeContract workRemote workRelocation- ...NA operates TransFund and Cavanal Hill Investment Management, Inc. BOKF, NA operates banking... ...right financial solutions to help our high-net-worth clients grow, preserve, and protect... ...Financial Corporation Group offers industry-leading benefits addressing your complete...High net worthLocal area
$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...High net worthWork at officeWork from home$120k - $123k
The Lead Trust Administrator is responsible for the administration... ...the defined affluent and high net worth market segments and/or Estate... ...Advisors, and participates in sales process and review of new business... ...Conduct, Executive Presence, Investment Strategy Acumen, Legal Acumen...High net worthWork experience placementWork at office$65k - $80k
.../Objective Reporting to the Investment Operations Manager, the Investment Operations... ...experience supporting ultra-high-net-worth clients within a financial operations environment... ...and publications such as: INSIDE Public Accounting - Top 100 Firms (2022...High net worthFull timeTemporary workWork at officeImmediate startRemote workMonday to FridayDay shift- ...Inside Sales Manager Revamped Home Security ADT Authorized Dealer About Us Revamped... ...and outbound sales calls with qualified leads Present and sell ADT home security and... ...~ Comfortable working in a fast-paced, high-performance sales environment ~ Strong...Weekly pay
- Ziosk, headquartered in Plano, TX, seeks a Vice President of Sales (on-site) to elevate an already strong sales organization and scale... ...mid-market restaurant accounts. You will own the sales strategy, lead Enterprise and Mid-Market teams, set quotas, build a disciplined...
$200k - $250k
...Job Category: Executive Position Profile: Standley Systems’ Vice President of Sales is an extraordinary leader in technology and solutions sales who is responsible for building and leading a high-performance team of sales and support professionals to achieve growth in...Full timeWork at office- A leading technology firm is seeking a Vice President of Sales to drive revenue growth and sales strategy. This senior executive will lead sales teams, optimize performance across regions, and collaborate with marketing and engineering teams. Ideal candidates have over...Remote job
- ...Description Insight Global is looking for a Sales Account Executive to come join their... ...candidates will be communicating with high-net worth investors to arrange meetings with... ...This is a heavy outbound call role (warm leads) and you get paid commission for every meeting...High net worth
- ...Description Responsibilities Sales Leadership & Strategy Own... ...enterprise and mid-market accounts Lead, coach, and develop the sales... ..., identifying and pursuing high-value prospects Drive the full... ...Build and maintain C-suite and VP-level relationships with...Contract work
- ...QuickBooks. Experience in wealth management, investment advisory, or financial services is... ...serves the wealth management needs of high-net-worth individuals and institutional clients.... ...our mission has been to help our clients lead more fulfilled lives through trust,...High net worthRemote work
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