FINANCIAL INVESTMENT SALES EXECUTIVE |Tampa, Florida
CRD Careers•Tampa, FL
•$175,000 - $250,000
About The Position
If you’ve built relationships with affluent clients and know how to generate new business, this is a serious opportunity to level up. We’re partnered with a premier global asset management firm seeking a Financial Investment Sales Executive / Wealth Management Advisor .
Requirements
- 5+ years in financial services sales or wealth management
- Proven track record of new client acquisition
- Experience working with affluent or high-net-worth clients
- Background with a major financial firm or banking institution
- Must be based in the local market
Responsibilities
- Develop new client relationships through networking and referrals
- Work with high-net-worth / affluent clients
- Build and grow a strong book of business
- Leverage centers of influence to drive new opportunities
- Maintain and deepen existing client relationships
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
Education Level
No Education Listed
