This independent
Massachusetts Registered Investment Advisory firm has a tremendous reputation with extensive HNW contacts. Your focus is to expand the network yet utilize this establish trust of current clients in growing the firm. If you have been looking for the opportunity to bring your 15+ years of experience and utilize an entrepreneurial spirit, this is the right firm.
Create investment, tax, estate, 401K and other plans that simplify one's entry into the world of high net worth. Provide customized portfolio strategy presentations to prospects.
You will be a member of this select group as you introduce yourself as representing a firm that can provide financial advice/services in multiple areas. Investment is your game and business development gets your blood pumping in MA. You enjoy earning based on your efforts and would like to start fresh with an opportunity that challenges you. Leverage your business development, networking, and sales skills.
As a Business Development Executive, you are independent and an expert at working the channels, primarily CPAs and Estate Planning Lawyers, in order to network with High Net Worth prospects. The newly wealthy look to you for that added nurturing……you enjoy the relationship.
You know how to source and develop your own leads. You enjoy the face to face time with prospects and know how to close a deal. I am looking for the extraordinarily strong communicator and proven history of successful sales. You have the numbers to back this up.
You know the area, as a
Massachusetts or
New Hampshire resident, and would be happy to manage, roughly a 50-100 mile radius composed of MA, southern
Maine, and NH.
Minimum Bachelors degree required…MBA a plus
You bring 15+ years of experience to the table, can provide details related to assets you have brought in and you have excellent business acumen to boot! No relocations.
Look forward to an amazing group of people to work and grow with in 2008-2009. Your cultural fit is as important as your numbers!
Series 7 and 65
Salary is very flexible for the right individual.
Must-have Qualifications:
- Private Client, High Net Worth experience
- Business Development
- Relationship Management
- Ability to develop and lead seminars
- entrepreneurial spirit and drive
Preferred Qualifications:Permanent Residents (Green Card) may apply.
To Apply: For prompt consideration, paste or attach your resume to an e-mail (click my address below), or see
my page for an address or phone numbers.
Recruiter: Maryleigh Preston-McClure
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