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VP / Financial Advisor - Wealth Management Services - 20 Openings - 27057095 in Washington, DC

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Cube Management

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


Feb 19, 2018

VP / Financial Advisor - Wealth Management Services - 20 Openings - 27057095

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. They have immediate openings in Denver, Dallas & Houston.

You will not only identify and cultivate new clients, but maintain a close, ongoing relationship with your existing base of clients. As you know, a successful VP/Financial Advisor becomes the client’s trusted advisor for all things related to financial planning.

Most importantly, you'll be supported by a group of highly qualified Private Client Associates who will handle routine client inquiries and other logistical matters.

Personal Characteristics: The client likes to hire VP/Financial Advisors w/ a 4-year college degree, 8-25 years experience., who are currently earning in excess of $150K annually, and want to earn much more!

Preferred Experience:

  • Banking (Private Client Sales - Wealth Management or  Investments)  
  • Investment background in Wealth Management or Retirement  Benefits.  
  • Hedge Funds (Sales Manager, VP or Owner)  
  • Insurance working with Wealth Mgt. (Northwestern Mutual good  example)  
  • Current Top Performing VP/Financial Advisors!

Must Haves:

  • 8 - 25 years experience.  
  • Successful! Especially Successful and Stable!  
  • You are earning $150K & Up selling directly to  individuals (insurance, investment, retirement, hedge funds, family planning,  wealth management, etc) and want much more!


Base Cities: Atlanta, Boston, Chicago, Cleveland, Dallas, Denver, Detroit, Houston, Los Angeles, Miami, Minneapolis, New York, New Jersey, Philadelphia, San Diego, San Francisco, Seattle, Tampa, Washington, DC, West Palm Beach, FL

Territory: Local Community, where you are well-connected!

Compensation: $125,000.00 - $250,000.00+ Base (DOE),

On Target Earnings: 1st year: $350,000 -$400,000.00! If, in (3-4) years you're not earning annuity income of $400K to $1M, something went wrong.

Benefits: Great Training Orientation + All Expenses + Great Benefits + Support + World Class office space for your presentation needs!

Relocation: No

Openings: (20) Openings

Travel:  None

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 is a global recruiting and consulting firm that helps companies accelerate their sales, by providing the top-level 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, consumer package goods and business service sectors. We work across the spectrum of Operations, Sales, Marketing, Safety, Engineering, Accounting and Business Development, providing holistic solutions that drive revenue and profit success. Cube Management combines Strategy, Process and People, to produce great results.

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