VP Private Client Group - Baltimore

Company: CNI Consulting Inc.
Location: Baltimore
Posted on: May 13, 2025

Job Description:

Baltimore, United States - Posted on 04/23/2025Our client, a highly respected fee-only portfolio management and fiduciary firm with over $200 billion in assets under management, is looking for qualified financial professionals to join as a Regional Vice President of Sales. This role is 100% sales-focused, providing qualified lead flow to eliminate cold calling, allowing you to prioritize high-net-worth clientele.About the Role

• Manage your business remotely from home to cover a local territory within driving distance, presenting wealth management solutions to high-net-worth prospects. An expense account covers all home office and travel expenses, including a computer, phone, scanner, and printer.
• Call and close qualified leads of high-net-worth prospects interested in investing with assets of $500k or more.
• Meet with prospects to evaluate their personal situations, provide solutions, and educate them on the firm's services.
• Assist qualified consumers in becoming clients, supported by an internal dedicated team of sales support, client service, and marketing professionals who actively market services via direct mail, internet, television, and other mediums to generate pre-qualified responses.
• Report to the Director of Private Client Group Sales, who will provide necessary resources for success.Requirements
  • 5+ years of experience selling to stock market investors within the financial industry.
  • Current Investment Advisor Representative designation, Series 65, Series 7 & 66, or equivalent professional designations.
  • Extensive experience in acquiring new investor business, high-volume phone activity, and in-person meetings, with a proven track record in sales and asset growth.
  • Consistent six-figure earnings over the past three years (pay-for-production model).
  • Commission/variable pay-based role starting with a $100,000 base salary, gradually decreasing to $0, with uncapped commissions potentially leading to total compensation of $300,000-$350,000, and top producers earning $1 million+.
  • 100% paid medical, dental, and vision premiums for employee and dependents.
  • 50% 401(k) match up to IRS maximum.
  • Family support programs, including 8 weeks of paid primary caregiver leave, adoption assistance, and backup childcare.Our client is an equal opportunity employer.
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Keywords: CNI Consulting Inc., Dale City , VP Private Client Group - Baltimore, Executive , Baltimore, Virginia