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Financial Advisor - Wealth Mgt Services - 10 Openings - 27007109 in Houston, TX

COMPANY

Cube Management

Base Salary: At least $100,000
Total Comp: $250,000 or more
Location:
Industry: Financial
Benefits: Yes
Customers: Small
Car Allowance: Yes
Sales Cycle: salesCycle
Travel: No Travel

JOB DESCRIPTION

Jun 19, 2017
Financial Advisor - Wealth Mgt Services - 10 Openings - [please apply online]9

Our client is a prominent US financial firm, that is NOT a Brokerage or Wire-House. There is NO administration or management of portfolios, this is strictly a sales role to individuals that have assets of $500K or more to invest. Due to expansion they have multiple openings across the US.

You will not only identify and cultivate new clients, but maintain a close, ongoing relationship with your existing base of clients. A successful Financial Advisor becomes the clients trusted advisor for all things related to financial planning. Financial Advisors are registered investment advisors with a fiduciary duty to serve the best interest of their clients. Financial Advisors work closely with their clients to understand each clients long-term goals, financial needs, tax situation and tolerance for risk. Then they develop and execute a plan to help each client reach their goals in the most prudent way. Will call on third party (CPA's, Attorney's etc) for leads on high net worth clients that could benefit from their service.

Profiles we are seeking at this time:

Asset Raising or Sales Producers from any of the following:

1. Banking (Sales - Wealth Mgt. or Investments personnel)

2. Investment background in Wealth Mgt or Retirement Benefits.

3. Hedge funds personal

4. Insurance working with Wealth Mgt. (Northwestern Mutual good example)

5. Fund Raising (hired person NYC, raised funds for broadway plays)

6. Institutional Sales to banks or wire houses

7: People in Wealth Mgt.

Seeking 10 years to 40 years experience. Successful, Successful and stability. Need to see success. Client likes earners $175K to $500K. Will put together special deal to get $400K- $500K up earners from above industries.

First year average is $350K. If in 5 years not earning annuity income of $500K to $600k something went wrong. 10 weeks training in Manhattan, 8 hours a day class to get prepared to build their business. Salary last 3 years if needed. Salary plus commission plus expenses plus benefits. Will work out of classy office with major support.


Base Cities: Dallas, Houston, Los Angeles, Miami, West Palm Beach, NYC, Seattle, Southern Connecticut, Denver, San Francisco

Territory: Local Community

Base Salary: $150,000.00 - $250,000.00+ (DOE)

On-Target Compensation: $400,000.00+ - $500,000.00+ - No Cap, + Car, + Great Benefits

Relocation: No

Car Allowance: Yes

Openings: 10 Openings

Travel: 10%

If you wish to be part of this successful and vibrant organization, please email a MS Word version of your resume to [please apply online]. This company is an Equal Opportunity / Affirmative Action Employer.

Cube Management helps companies accelerate their sales, by providing the Sales & Marketing talent they need to grow their business. Cube Management is a leading recruiting and consulting partner to emerging growth, mid-market and global companies in the technology, manufacturing, healthcare and business service sectors. We work across the spectrum of Sales, Marketing and Business Development, providing holistic solutions that drive revenue and profit success. Cube Management combines Strategy, Process and People, to produce great results. For a complete list of our job openings, please visit [please apply online]