New Client Acquisition Associate (Remote Opportunity)
Wealth Enhancement is an independent wealth management firm seeking a New Client Acquisition Associate to identify potential clients for financial advisors. The ideal candidate is a relationship builder with a passion for sales, offering a base salary plus variable compensation.
Requirements
- Bachelor's Degree (or equivalent experience) in business; finance, economics or related
- Experience in Financial Services with outbound sales experience; proven track record of producing consistent sales results and exceeding goals
- Series 7 and 66 (or 63 & 65) preferred
- Ability to work as a team member; positive solution-focused attitude
- Strong phone presence and communication skills
- Knowledge of financial planning and advisory practices
- Proficient with Microsoft Office Suite or related software
- Familiarity with Salesforce and Support Org functionality
- Experience with Workday preferred
Benefits
- Training and professional development
- Medical, dental and vision coverage (Available to employees and their families)
- Health Savings Account (HSA) with employer contribution and Flexible Spending Accounts (FSA) for medical, dependent, and transit expenses
- Life and AD&D insurance – employer paid and voluntary options
- Short-term and long-term disability, workers compensation – employer paid
- 401k with match and profit sharing
- Wellness programs and resources
- Voluntary benefits, including pet insurance
- 18 days of paid time off (PTO), accrued annually (25 PTO days after 4 years of service)
- 12 paid holidays each year (10 pre-determined and 2 floating days)
- Paid parental leave and paid caregiver leave (Caregiver leave available after 6 months of tenure)
- Reimbursement for tuition, licensing, and other credentials (Available after meeting service requirements)
Originally posted on Himalayas
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