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Investment Relations Advisor at Claire Myers Consulting

Remote: 
Full Remote
Salary: 
65 - 150K yearly
Experience: 
Senior (5-10 years)
Work from: 
United States

Offer summary

Qualifications:

2-5 years of experience in Financial Services, Series 7 License, Life & Health License, and understanding of Financial Planning.

Key responsabilities:

  • Grow clientele and generate new business
  • Develop revenue opportunities, build relationships with clients and their next generation
Claire Myers Consulting logo
Claire Myers Consulting Human Resources, Staffing & Recruiting Small startup https://www.clairemyersconsulting.com/
2 - 10 Employees
See more Claire Myers Consulting offers

Job description

Hybrid role: 2.5 days a week in your local office

Our client is a dynamic, boutique wealth management firm with a mission to educate the community on all things financial and empower others to live their best lives. They design a personalized plan and help clients execute it by safely navigating their financial journey and having meaningful adventures. The firm provides comprehensive, fee-based financial planning, fee-based investment advisory solutions, education funding strategies, holistic wealth management, retirement planning, and risk management.

They are adding an Investment Relations Advisor to support the firm.

Responsibilities

  • Focus on growing clientele and generating new business
  • Increase assets under management from new sources
  • Develop new revenue opportunities to service new clients more effectively
  • Connect with and develop relationships with client’s next generation
  • Build COIs (Center of Influences) and produce new clients through those relationships
  • Maintain familiarity with industry and economic trends and apply knowledge to client service and relationships

Qualifications

  • 2-5 years of experience in Financial Services
  • Series 7 License
  • Life & Health License
  • 2+ years of experience in sales and/or business development
  • Understanding and ability to articulate Financial Planning

Compensation

  • $65,000-75,000 + base salary plus incentive opportunities. Overall compensation target $120,000-150,000 or more.
  • Hybrid role: 2.5 days a week in your local office

Required profile

Experience

Level of experience: Senior (5-10 years)
Industry :
Human Resources, Staffing & Recruiting
Spoken language(s):
Check out the description to know which languages are mandatory.

Other Skills

  • Sales
  • Verbal Communication Skills
  • Relationship Building

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