The primary responsibilities of the Financial Advisor are calling high-net-worth leads the firm provides, qualifying and scheduling face-
to-face appointments, and meeting with prospective clients for the purpose of gathering new assets (clients) for the firm.
This position is highly entrepreneurial and involves extensive calling (although no cold-calling) and direct consultative selling.
À dedicated portfolio management and service team are primarily responsible for the transition and retention of client relationships.
Highly lucrative compensation structure within an entrepreneurial setting
Work from your home as an independent contractor (tied agent)
Sell to high net worth individuals
Focus on bringing on new private clients with liquid assets of more than 350,000 Euros
Consistent and quantifiable individual sales success with stock market investors
Minimum of five years of success selling to high net worth individuals
Quantifiable track record in closing new investor business
Please forward a CV in Word format to our consultant Jerome Jouanneau-Courville at jcourville normanalex.com in strictest confidence