Talent.com
CNI Consulting Inc.
VP Private Client Group - Washington, DCCNI Consulting Inc. • Washington, DC, us
No longer accepting applications
VP Private Client Group - Washington, DC

VP Private Client Group - Washington, DC

CNI Consulting Inc. • Washington, DC, us
30+ days ago
Salary
$100,000.00 yearly
Job type
  • Full-time
  • Quick Apply
Job description
Job Description

Regional Vice President of Sales

Our client, a highly respected fee-only portfolio management and fiduciary firm with over $200 billion in assets under management, is looking for qualified financial professionals to join their firm as a Regional Vice President of Sales. As a Regional Vice President of Sales, you will be in a lucrative 100% sales-focused role without having to focus on service requirements—you will be provided qualified lead flow to eliminate cold calling, to put our client’s high-net-worth clientele first.

ABOUT THE ROLE

  • Manage your business remotely from home to cover a local territory within driving distance, to present our client’s wealth management solutions to high-net-worth prospects—you will be provided an expense account by our client, with all home office and travel expenses covered, which includes a computer, phone, scanner, printer, and any other essential expenses needed
  • Call and close qualified leads of high-net-worth prospects that have expressed interest in investing with our client, who have assets of $500k or more to invest
  • Meet with prospects to evaluate their personal situation and provide solutions, as well as educate prospective clients on the firm’s services
  • Assist qualified consumers to become the firm’s clients—you will be supported by an internal dedicated portfolio management and service team in-office, comprised of sales support, client service, and marketing team, which actively markets their services via direct mail, internet, television advertisements, and other mediums to receive pre-qualified responses from interested investors who want to discuss moving over their investment portfolios
  • Report to the Director of Private Client Group Sales, who will provide the required resources you need to be successful within the sales process

Requirements

  • 5 to 7 years or more of selling to stock market investors within the financial industry
  • Current Investment Advisor Representative designation, OR Series 65, OR a combination of FINRA Series 7 and Series 66, OR qualifying financial professional designations or equivalents
  • Extensive experience with bringing in new investor business, high-volume phone activity, and in-person meetings, working as an investment advisor or external wholesaler with a strong track record of success in sales and bringing in new investment assets
  • Record of six-figure earnings in each of the past 3 years (pay for production compensation model)

Benefits

  • Commission/variable pay-based position--$100,000 base salary to start with a gradual step-down decline to $0, plus uncapped commission that will increase substantially with commissions on any new sale for years to come; compensation includes a percentage of estimated first year’s management fees plus trailers for new business closed, with an average total compensation of $300,000 to $350,000, and top producers earning $1 million or more
  • 100% paid medical, dental, and vision premiums for you and qualifying dependents
  • A 50% 401(k) match, up to the IRS maximum
  • Family Support programs, including 8 weeks Paid Primary Caregiver leave, adoption assistance, and back-up childcare

OUR CLIENT IS AN EQUAL OPPORTUNITY EMPLOYER



Requirements
Investments and relationship management
Create a job alert for this search

VP Private Client Group - Washington, DC • Washington, DC, us

Similar jobs

Oracle Tech Cloud Associate Vice President

DeloitteWashington, DC, United States
Full-time

Oracle Tech Cloud - Senior Manager.Today's CFOs and financial leaders face increasing demands to enhance business performance, drive shareholder value, and optimize operational efficiency.As an Ora... Show more

 • Promoted

VP - Federal and Commercial Contracts

GoodwillWashington, DC, United States
Full-time

Ability One Federal Contracts Manager.Responsible for the execution of all timely pricing and negotiation of all GGW's federal contracts in compliance with all laws and regulations governing the Ab... Show more

 • Promoted

VP, Strategic Solutions

JTS Health PartnersWashington, DC, United States
Full-time

Vice President, Strategic Solutions.JTS Health Partners ("JTS") is a national healthcare management consulting and professional services firm.The company's consulting portfolio consists of enterpri... Show more

 • Promoted

VP Americas, Strategic Partnerships

Hex-raysWashington, DC, United States
Full-time

V P Americas, Strategic Partnerships.Come on an exciting journey with us at Hex-Rays.We are the creators of IDA Pro, the world's leading software for reverse engineering and binary analysis.Trusted... Show more

 • Promoted

SVP Technology

BookIt.comWashington, DC, United States
Full-time

Bookit is revolutionizing the travel and loyalty industry as the next-generation B2B2C "super app" offering our brand clients and consumers unprecedented value on luxury travel as well as unforgett... Show more

 • Promoted

VP, Credit Card Portfolio

Andrews Federal Credit UnionSuitland, MD, United States
Full-time

Headquarters - Suitland, MD 20746.The Vice President, Credit Card Portfolio is responsible for leading the growth, profitability, and strategic direction of the credit card business for a $2.This e... Show more

 • Promoted

VP of Enterprise Business OperationsNewArlington, VA

Dandelion EnergyWashington, DC, United States
Full-time

VP Of Enterprise Business Operations.Dandelion Energy is transforming how homes are heated and cooledstarting from below the ground up.As the nation's leading residential geothermal company, we des... Show more

 • Promoted

VP Channels & Partners NAM

CymulateWashington, DC, United States
Full-time

Cymulate's Continuous Security Validation enables companies to challenge, assess and optimize their cyber-security posture against the evolving cyberthreat landscape, simply and continuously.With w... Show more

 • Promoted

RVP, Platform Strategy & Partnerships

Seismic USWashington, DC, United States
Full-time

Leadership Role on Partners & Ecosystems Team.This is a foundational and transformational leadership role on our Partners & Ecosystems team.Seismic's technology and platform ecosystem is a strategi... Show more

 • Promoted

VP, Portfolio Relationship Manager, CRE

Banc of CaliforniaChevy Chase, MD, United States
Full-time

Banc Of California Career Opportunity.NYSE: BANC) is a bank holding company with over $34 billion in assets and the parent company of Banc of California.Banc of California is one of the nation's pr... Show more

 • Promoted

VP of Operations

TorqWashington, DC, United States
Full-time

Skeletons, lasers, tattoo buses the Torq brand grabs attention like nothing else in cybersecurity.And we're growing like crazy, backed by Series D funding, 200% employee growth, and 300% revenue g... Show more

 • Promoted

VP Sales

Sydney James RecruitmentWashington, DC, United States
Full-time

The Story of the Next Networking Giant (and your role in it).Hi [Candidate Name], I'm currently storyboarding the next chapter for a Silicon Valley trailblazer that's doing to networking what Linux... Show more

 • Promoted

VP Client Success & Retention (PE, Fintech) (f/m/x)

CEPRESWashington, DC, United States
Full-time

CEPRES is a leading and fast-growing digital investment platform for private capital marketsan asset class that has become increasingly important in global portfolios of sovereign wealth funds, ins... Show more

 • Promoted

Vice President 1 - Account Management

EXLWashington, DC, United States
Full-time

Base salary range: $180-$230k plus bonus and equity.Responsible for leading strategic initiatives for major accounts, concentrating on substantial growth and sophisticated relationship management w... Show more

 • Promoted

VP, US Listings Qualifications

NasdaqWashington, DC, United States
Full-time

Senior Leader, Regulatory Analysts.At Nasdaq, we are relentlessly reimagining the world of tomorrow one that is built on innovative technology, fueled by market-moving insights and driven by forwa... Show more

 • Promoted

VP of Commercial Partnerships

Pomelo CareWashington, DC, United States
Full-time

Pomelo Care is the leading virtual medical practice for women and children, providing care across pregnancy, postpartum, pediatrics, menopause, and perimenopause.We combine proactive, 24/7 clinical... Show more

 • Promoted

VP Commercial Banking Relationship Manager - DC

Hingham Savings BankWashington, DC, United States
Full-time

Hingham Institution for Savings Relationship Manager.Incorporated in 1834, Hingham Institution for Savings is one of America's oldest banks.The Bank provides commercial mortgage and relationship ba... Show more

 • Promoted

VP of Commercial Business Development

Turning Point Global SolutionsRockville, MD, United States
Full-time

VP Of Commercial Business Development.Turning Point Global Solutions (TurningPoint) is seeking a VP of Commercial Business Development with deep experience driving new business growth across Softwa... Show more