Financial Advisor Manager-fully remote

Key Responsibilities

• Manage and develop relationships with high-net-worth clients and prospects.
• Contact qualified leads and arrange client meetings.
• Conduct face-to-face and virtual client meetings.
• Identify new business and investment opportunities.
• Build and maintain a strong sales pipeline.
• Develop long-term client relationships.
• Work with internal investment and client-service teams to support client onboarding and retention.
• Report to senior management on activity, pipeline and results.

Requirements

• 5+ years' experience in financial services, wealth management or a related sales environment.
• Proven track record of generating new business.
• Experience working with high-net-worth clients.
• Strong consultative sales and closing skills.
• Excellent communication and relationship-building abilities.
• Highly motivated, commercially focused and target-driven.
• Resilient, proactive and comfortable working independently.
• Professional approach with strong interpersonal skills.