The Vice-President role within the Private Client Group is a high level sales position for financial professionals with extensive industry success.

The primary function of these top-caliber individuals is to communicate and meet with high-net-worth investors who have expressed an interest in our client's investment services.

Performance in the role is based on the acquisition of new assets under management. The firm will only consider top sales producers for this senior level opportunity. This position is available in other locations throughout the US. Please contact us for more information.

The Incentives
• Extremely generous base salary - No draw or paying for leads
• Lucrative commission and bonus structure designed to accelerate compensation for performers
• Full medical, dental, and vision benefits paid for by the firm
• 401k program with partial firm contribution

The Duties and Responsibilities
• Call on pre-qualified high-net-worth investors – No cold calling or needing to find your own leads
• Evaluate and discuss investment situations with pre-qualified high-net-worth potential clients
• Facilitate and conduct individual meetings and presentations in your territory
• Bring in new assets to the firm using a highly professional consultative sales approach
• Operate and represent with the highest level of integrity and work ethic

The Qualifications for the Vice President role
• Minimum five years of professional individual financial sales success
• Minimum $10 million new AUM or $400k gross production per year average over the past 5 years
• Consistent six-figure W-2 history
• Clean U4 and CRD
• Phenomenal communication skills
• Self-motivated and self-disciplined
• Dynamic and extroverted sales presence
• Highly competitive and goal-oriented