Wealth Management Advisor


Washington, DC

Industry: Accounting, Finance & Insurance


Less than 5 years

Posted 2 days ago

  by    John Hoffman



Our client, one of the elite names in wealth management and research, with over $95 Billion in private client assets under management, is currently in search of experienced Wealth Management Advisors. They are currently seeking candidates to augment their field sales organization and market their products and services in major locations across the country including: Atlanta, Boston, Chicago, Dallas, Denver, Houston, Los Angeles, Miami, Minneapolis, Naples, Nashville, New York, Philadelphia, Pittsburgh, San Diego, San Francisco, Seattle, Tampa, Washington DC and West Palm Beach. 

This is a very high income position with an outstanding base salary, which, when coupled with a production-based bonus, will yield long term compensation in the upper six figures as well as the proven opportunity to earn Seven figures

You will be responsible for developing new and advising existing clients to expand their portfolio. We therefore seek intelligent and well-educated sales "Rainmakers" with a proven record of building relationships and closing business based on advice of the highest quality and deep mutual trust. We are only looking for HUNTER/Farmer type "A" personalities who can't wait to get things done…

To be successful with our Client, an Advisor candidate should:

  • have "Hunter/New Business" type sales experience in a finance related capacity,
  • have the ability to build deep trust and relationships with a broad range of clients,
  • have a four year college degree from a recognizable school, although an MBA or advanced degree is preferred,
  • expect to cultivate relationships with third party referral sources, e.g., attorneys, CPA's, etc.,
  • have experience with and excel at building your own business,
  • have an established business network in your area and be involved in your community, and
  • have earnings in excess of $200K for the past several years.

Our client will train you on their products, company history, marketing activities, services and proven methodology. Should you not have them, they will train and prepare you for obtaining any required licenses.

As their next world-renowned training class starts soon, these openings are immediate. So if you fit the above profile and have a sincere interest in hearing about what could be the last job of your career, you must respond today. 

$150K - $180K