VP Private Client Group - Nationwide
Manage a local territory remotely to present wealth management solutions to high-net-worth prospects. Call and close qualified leads while collaborating with internal portfolio management and service teams.
CNI Consulting Inc.
Remote Job Openings at CNI Consulting Inc. (9)
Canadian Private Client Adviser
The adviser will focus exclusively on sales by contacting high-net-worth prospects and presenting wealth management solutions. They are responsible for evaluating personal financial situations and converting qualified leads into firm clients.
VP Private Client Group - Baltimore
Manage a local territory by presenting wealth management solutions to high-net-worth prospects and closing qualified leads. You will work remotely to evaluate client financial situations and provide tailored investment solutions supported by an internal team.
VP Private Client Group - Buffalo
Manage a local territory remotely by presenting wealth management solutions to high-net-worth prospects. Call and close qualified leads while collaborating with an internal support team to convert prospects into clients.
VP Private Client Group - New Orleans
Manage a local territory by presenting wealth management solutions to high-net-worth prospects and closing qualified leads. You will work remotely while collaborating with an internal portfolio management and service team to support client acquisition.
VP Private Client Group - Cleveland
Manage a local territory remotely to present wealth management solutions to high-net-worth prospects. Call and close qualified leads while collaborating with internal support teams to assist clients with their investment portfolios.
VP Private Client Group - Washington, DC
Manage a local territory remotely to present wealth management solutions to high-net-worth prospects. Call and close qualified leads while collaborating with an internal portfolio management and service team.
VP Private Client Group - Michigan
The Regional Vice President of Sales will manage a local territory to present wealth management solutions to high-net-worth prospects. You will be responsible for closing qualified leads and educating prospective clients on firm services while supported by an internal portfolio management team.
VP Private Client Group - Rochester
Manage a local territory by presenting wealth management solutions to high-net-worth prospects and closing qualified leads. Collaborate with internal portfolio management and service teams to support client acquisition and retention.