IronGate manages $2.4B in assets for high-net-worth individuals and families. We're building out our new client acquisition team — not servicing existing clients, hunting net new. The product is our managed portfolio platform: we've beaten benchmarks 8 of the last 10 years. No financial planning license required to start. You'll prospect HNW individuals ($1M+ investable assets), qualify them with our Chief Strategist, and hand off to our advisory team for onboarding. Your job: fill the top of the funnel. Commissions start at 15% of AUM brought in, paid annually. Top hunters on this team are on track to $400k+ this year. Six weeks of training covers products, compliance, prospecting scripts, and our CRM.
Bachelor's degree in any field or 3+ years of sales experience; Comfortable talking to high-net-worth clients about money without being a financial advisor (we do the planning); Hunger to build — this is pure hunter role; Willing to obtain Series 65 license within 12 months (we sponsor and pay for it); No prior financial services required