Financial Adviser – Client Acquisition

The Opportunity:
 
As a Financial Adviser you will focus on converting the high-net-worth leads provided, qualifying and scheduling face-to-face appointments. You will meet with prospective clients with the goal of gathering new clients and assets for the firm. This position is highly entrepreneurial and involves extensive calling (although no cold-calling) and direct consultative selling to close business. You will be supported by dedicated portfolio management and client service groups who manage the transition and retention of client relationships, allowing you to focus purely on selling. You will report to a company director.
 
Your Qualifications:

• Professional Diploma in Financial Advice (QFA) required.
• Consistent and quantifiable individual sales success with stock market investors
• 5+ years of success selling to high net worth individuals
• Quantifiable track record in closing new investor business
• Motivated mindset to set and reach goals: “money is a measure of success”
• Calculated risk-taker; willing to win-some, lose some
• Proven closer; outstanding documented sales ability
• Optimistic outlook; see failures as opportunities to improve and find solutions
• High activity orientation and persistent through setbacks
• Ability to connect with a wide array of audiences through dynamic interpersonal skills
• Highly ethical and professional

APPLY NOW!

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