Job Summary
The Private Client Services department is an energetic group with strong team mentality. We’re seeking motivated, client service oriented individuals to join our team in sales and sales support roles.
The Regional Associate inside sales role involves having direct communication with advisors by making daily proactive outbound telephone calls to financial advisors in an assigned territory to compliment the Regional Manager’s field coverage. Position works directly with the Regional Manager(s) to develop and implement a regional business plan to service and support current and potential financial advisors and clients throughout designated regional territories.
Job Requirements
Qualified candidates will possess strong communication skills, be detail oriented, well organized, and have a solid understanding of the firm's investment philosophy. Requires at least two years of sales or client services experience in the investment industry with a solid understanding of stocks, stock markets, managed money and the financial services industry. This position requires up to 5% travel.