CNI Consulting Inc.

Vice President

• Manage the business remotely from home while covering a local territory within driving distance
• Present wealth management solutions to high-net-worth prospects
• Call and close qualified leads from high-net-worth prospects with $500k or more to invest
• Meet with prospects to evaluate their personal situations and provide solutions
• Educate prospective clients on the firm’s services
• Assist qualified consumers in becoming clients
• Work with the internal portfolio management and service team, including sales support, client service, and marketing
• Report to the Director of Private Client Group Sales
• Use provided resources and support throughout the sales process

VP, Private Client Group