Tampa, United States | Posted on 07/15/2025

Our client is seeking a passionate financial professional with a background in Investments to join their team in their Portland, OR; Dallas, TX; or Tampa, FL office. We are searching for a self-starter with proven success in a financial sales role to communicate effectively and connect with clients to deliver elite service and exceed expectations. The ideal candidate will have the drive to succeed in a fast-paced environment and is willing and able to contribute to an elite team working with high-net-worth clients within the firm. Most importantly, you will educate assigned clients on our client’s investment philosophy to provide a fundamental understanding of the firm’s investment strategy and ensure client retention.

Duties and Responsibilities

• Act as the short-term point of contact for our client’s high-net-worth clientele.
• Create an honest, authentic relationship with each client to earn your compensation on high rates of conversion.
• Welcome and onboard new high-net-worth clients, ensure that their accounts are funded, and help align the client’s goals and objectives with the firm’s portfolio and investment strategy.
• Deliver high-touch, white-glove service alongside a team backed by the Investment Policy Committee (IPC) to exceed expectations and provide unparalleled service, while receiving ongoing sales coaching.
• Build honest, transparent, and authentic relationships with high-net-worth clients, focusing on high rates of client conversion.
• Articulate the firm’s financial philosophy to high-net-worth clients to build rapport and establish a lasting, trusting relationship.
• Assist in bringing in new assets through client referrals.

Requirements

• Bachelor’s Degree in Finance or a relevant field.
• A minimum of 3 years of industry experience in asset management, financial services, and client relationship management, with a range of 3 to 8 years of experience.
• Series 65, Series 66, or equivalent license is required.
• Knowledge of investment product strategy establishment.
• Strong capital market knowledge to educate and inform clients.
• Ability to manage complexity in a high-volume environment.
• Excellent communication skills with high-net-worth clients.
• Base salary ranges from $65,000 to $125,000 per year in the state of WA—new hires should expect to start at the lower end of the range, depending on experience.
• Eligible for discretionary bonus based on firm and individual performance.

OUR CLIENT IS AN EQUAL OPPORTUNITY EMPLOYER.

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