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
- ...private aviation arm of Elevate Aviation Group, seeks a VP of Sales & Global Partnerships to drive growth for PJS... .... You will cultivate relationships with high-net-worth individuals and exclusive networks, lead a sales team, and partner with Elevate's leadership...High net worth
- ...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
- ...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
$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 at officeWork from home- ...Risk ManagementThe Goldman Sachs Group, Inc. is a leading global financial services firm providing investment banking, Global Markets and investment... ...corporations, financial institutions, governments and high-net-worth individuals. The firm is headquartered in New York...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
- ...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
- The Goldman Sachs Group, Inc. is a leading global financial services firm providing investment banking, Global Markets and investment management services to... ...corporations, financial institutions, governments and high-net-worth individuals. The firm is headquartered in New...High net worthWork experience placement
$10k
...Investment Counselor 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... ...structure that practices separation of sales and client service, you don't have...High net worthWork experience placementWork at officeWork from home- ...businesses provide financial planning, investment management, banking and comprehensive advice... ...wide range of clients, including ultra-high net worth and high net worth individuals, as well... ...people, our clients and customers, and leading-edge technology, data and design.Marcus...High net worthFull timeTemporary workPart time
- BrokerHunter is seeking Investment Counselors to manage relationships with high-net-worth clients. Your role will involve educating clients on investment strategies and conducting quarterly reviews to meet their long-term goals. With over 1 year of client-facing experience...High net worth
- ...businesses provide financial planning, investment management, banking and comprehensive advice... ...wide range of clients, including ultra-high net worth and high net worth individuals, as well... ...people, our clients and customers, and leading-edge technology, data and design....High net worth
$85k - $120k
...-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- Fisher Investments in Plano, TX seeks an International Investment Counselor to service high-net-worth UK clients from the United States. You will partner with internal portfolio decision... ..., client service associates, and the sales team to provide fee-only fiduciary...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- Fisher Investments seeks an International Investment Counselor to service UK high-net-worth clients from our Plano, TX office. You will partner with portfolio decision-makers... ...strategy, and grow your UK roster with the sales team while following UK regulatory practices...High net worthWork at office
- Fisher Investments in Plano, Texas is seeking a New Client Counselor to join their New Client... ...will serve as the point of contact for high-net-worth clients, helping them navigate their... ...financial journeys. You will work closely with sales professionals to onboard clients, offer...High net worth
- ...join its dynamic family law section. This role involves managing high-net-worth divorce cases and complex custody matters while emphasizing... ...cases. This position offers competitive compensation and the chance to lead within the firm. #J-18808-Ljbffr BCG Attorney SearchHigh net worth
$130k - $240k
...StatesSalary: $130,000 - $240,000/yearJob Area: Sales/Direct SellingCompany: UnitedHealth... ...qualities and organizational skills in leading the efforts of the team throughout the sales... ...and government agenciesMaintain a highly credible and visible professional profile...Minimum wageFull timeWork experience placementLocal areaRemote work- Role Summary:The New Business Sales Manager will be responsible for the execution of a local... ...reputation in the market. This role will lead a team in the delivery of state of the art... ...with and managing an ever-changing, highly competitive industry/ environment; communicates...Full timeLocal areaWork from home
- A leading advisory firm in Frisco, TX is seeking a Mid-Senior level tax consultant to provide compliance and consulting services to high-net-worth clients. The ideal candidate will have over 8 years of tax planning experience and a strong background in personal and trust...High net worthFull time
- 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
- ...candidate will be responsible for assisting in client advisory, investment management, and administrative aspects of client service.... ...management professionals dedicated to servicing sophisticated, high net worth individuals and families. Responsibilities Providing...High net worthWork experience placementWork at office
$25 per hour
...is seeking a dynamic individual ready to lead our Appointment Setting Team. We are seeking an energetic influencer for our Inside Sales Call Center poised to help us create opportunities... ...low percentage appointments from clogging high percentage opportunities Mastering...Hourly payWeekly payTemporary workCasual workMonday to Friday$62.5k - $87.5k
...tremendous pride in your knowledge of the investment solutions our advisors are recommending as... ...delivering client service and supporting high-net worth clients. Working under moderate supervision, this job operationally leads Wealth Management advisory teams to help high...High net worthWork experience placement- ...Responsibilities Sales Leadership & Strategy Own and drive overall... ...and mid-market accounts Lead, coach, and develop the sales organization... ..., identifying and pursuing high-value prospects Drive the... ...Build and maintain C-suite and VP-level relationships with...Full timeContract work
- ...is one of the nation’s most respected investment management and wealth advisory organizations... ...for helping affluent and ultra-high-net-worth families navigate complex financial decisions... ...that places advice—not product sales—at the center of every client relationship...High net worthWorldwideRelocation package
- Overview Baker Tilly is a leading advisory, tax and assurance firm, providing clients... ...compliance and consulting services to high-net-worth individuals, multi-generational affluent... ...offices and their private businesses and/or investment entities. Perform technical review of...High net worthFull time
$10k
...Investment Counselor – Wealthbuilder Do you have a passion for helping others? Are you interested in developing a career assisting... ...Management 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
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