Capital Markets Advisors LLC ยท 13 hours ago
Vice President of Sales
United States
Full-time
Remote
Mid, Senior Level
5+ years exp
Maximize your interview chancesConsultingFinancial Services
Hiring Manager
Brett Evans
Insider Connection @Capital Markets Advisors LLC
Get 3x more responses when you reach out via email instead of LinkedIn.
Responsibilities
Reach out to high-net-worth prospects who have expressed interest in our services
Conduct thorough consultative evaluations of prospects' personal situations and offer tailored solutions
Educate potential clients on the unique benefits of our services
Facilitate the onboarding of qualified consumers as valued clients
Qualification
Find out how your skills align with this job's requirements. If anything seems off, you can easily click on the tags to select or unselect skills to reflect your actual expertise.
Required
5+ years of specialized experience in selling/consulting to stock market investors HNW/UHNW individuals
Possession of a current Investment Adviser Representative designation, OR FINRA Series 65, OR a combination of FINRA Series 7 & 66, OR other qualifying financial professional designations
Proven track record of bringing in new client acquisition (AUM)
Comfort with high-volume phone activity and conducting in-person meetings
Consistent record of six-figure earnings in each of the past 3 years (pay for production compensation model)
Company
Capital Markets Advisors LLC
CMA is a boutique professional services firm, with global reach, and staffed by seasoned professionals who bring decades of experience gained by working for Banks around the world, in senior roles, in virtually every department.
51-200 employees
Funding
Current Stage
Growth StageLeadership Team
Christine Pallone
Associate Partner
Company data provided by crunchbase
