Sell wealth management and institutional investment services to high-net-worth individuals and family offices. You will source your own deals, coordinate with portfolio managers, and close mandates ranging from $500k to $5M. This is a relationship game. We don't feed you leads — you build your own book. Commissions are generous and vesting is immediate. If you can hold a conversation with a CFO, we'll teach you the product.
Financial services or high-ticket sales experience preferred but not required. Comfortable presenting to sophisticated audiences. Valid FINRA Series 7/66 a plus — we sponsor motivated candidates. Hunger to build a real book of business.