CIM Group · 2 months ago
Associate, Client Engagement Group (Private Wealth)
Phoenix, AZ
Full-time
Onsite
Entry Level
1+ years expCIM Group is a community-focused real estate and infrastructure owner, operator, lender, and developer. The Associate, Client Engagement Group, Private Wealth position involves making calls to financial advisors to promote CIM's product offerings and collaborating with external wholesalers to achieve sales objectives. This role requires strong communication skills and a background in financial sales or real estate.
Asset ManagementCommercial Real EstateFinanceFinancial ServicesProperty DevelopmentProperty Management
Responsibilities
Proactively reach out to financial advisors and key stakeholders within assigned territory to promote CIM’s product offerings
Identify each contact’s investment objectives, match their needs to appropriate CIM products and effectively present each product’s features and benefits
Collaborate closely with the external wholesaler to develop and execute territory-specific sales strategies
Maintain a high level of product knowledge and stay informed about industry trends, competitive products, and market conditions
Assist in organizing and supporting advisor meetings, webinars, and conference calls
Track and report sales activities, pipeline progress, and advisor feedback using CRM software
Participate in ongoing training and development to stay up-to-date with CIM products and market changes
Qualification
Required
Bachelor's Degree or equivalent experience
Active Series 7 and 63 FINRA licenses required for this role
1-3 years of experience in financial sales, real estate, or private equity, preferably in a client-facing role
Excellent communication and interpersonal skills, with the ability to build relationships and influence decision-makers
Highly organized, with strong attention to detail and the ability to manage multiple tasks in a fast-paced environment
Proficient in CRM systems (e.g., Salesforce) and Microsoft Office Suite (Word, Excel, PowerPoint)
Benefits
A variety of Medical, dental, and vision benefit plans
Health Savings Account with a generous employer contribution
Company paid life and disability insurance
401(k) savings plan, with company match
Comprehensive paid time off, including: vacation days, 10 designated holidays, sick time, and bereavement leave
Up to 16 hours of volunteer time off
Up to 16 weeks of Paid Parental Leave
Ongoing professional development programs
Wellness program, including monthly and quarterly prizes
And more!
Company
CIM Group
CIM is a community-focused real estate and infrastructure owner, operator, lender and developer.
501-1000 employees
Funding
Current Stage
Late StageTotal Funding
$47.5M2023-11-27Debt Financing· $47.5M
2021-05-15Undisclosed
Leadership Team
Bernard Ryan
Managing Director, Head of Insurance Solutions
Recent News
Dallas Innovates
2025-11-24
2025-11-23
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