- Call high-net-worth prospects who haverequested more information
- Meet with prospects to evaluate theirpersonal situation and providesolutions
- Educate prospective clients on the firm sservices
- Help qualified consumers become clients ofthe firm
- 5+ years of specifically selling to stockmarket investors
- IIROC licensed with the ability to buy/sellindividual stocks and bonds AND completed CIM, MBA or CFA Level1
- Quantifiable track record of personal successattaining new investor business
- Demonstrated experience in high volume phoneactivity and in-person meetings
- Demonstrated success in a pay for productioncompensation model
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JLL Riyadh, المملكة العربية السعوديةJLL supports the Whole You, personally and professionally. · About JLL · We're JLL. We're a professional services and investment management firm specializing in real estate. We're committed to our purpose to shape the future of real estate for a better world. Our mission is to he ...
Head of Compliance - Riyadh, المملكة العربية السعودية - NEOM
وصف
This is a remoteposition.
Canadian Private ClientAdviser
Are you a financial advisor tired ofthe traditional bank model? Looking for a role 100% focused onsales? Tired of service requirements overshadowing salesactivities? Looking to move on from cold calling? As a CanadianPrivate Client Adviser you will focus solely on sales no service.Lead flow provided
TheOpportunity:
This highly lucrativesales role allows you to work remotely from a home office, coveringa local territory within driving distance. You will present wealthmanagement solutions to high-net- worth prospects. Receivecorporate office backing from a dedicated team that includespersonal sales support, client service, training, marketing andmore.
TheDay-to-Day:
YourQualifications:
5+ years of specifically selling tostock market investors Current Investment Adviser Representativedesignation, OR FINRA Series 65, OR a combination of FINRA Series 7& 66, OR qualifying financial professional designationsExperience bringing in new investor business Experience inhigh-volume phone activity and in-person meetings Record ofsix-figure earnings in each of the past 3 years (pay for productioncompensation model)