VP, Private Client Group

CNI Consulting Inc.

. Manage the business remotely from home while covering a local territory within driving distance .

Posted 10/2/2026full-timeRemote • United StatesLead💰 $100,000 per yearWebsite

Core Competencies

Role fit

Core Competencies

Use this summary to align your resume positioning with the role.

Demonstrates expertise in wealth management solutions and a strong track record in sales, particularly with high-net-worth clients. Proficient in managing client relationships and conducting in-person meetings while working remotely.

Highest-signal resume keywords

Investment Advisor Representative DesignationSeries 65 CertificationFINRA Series 7 and Series 66High-Volume Phone Activity ExperienceExtensive Experience Bringing In New Investor Business

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Wealth Management SolutionsSales StrategyClient Relationship ManagementInvestment AdvisoryLead GenerationClosing SalesMarket AnalysisFinancial PlanningProspect EvaluationNew Business Development

Soft Skills

Communication SkillsInterpersonal SkillsNegotiation SkillsProblem-Solving SkillsCustomer Service Orientation

Certifications & Qualifications

Investment Advisor RepresentativeSeries 65FINRA Series 7FINRA Series 66

Industry Keywords

Financial IndustryHigh-Net-Worth ClientsInvestment AssetsSales SupportClient ServicePortfolio ManagementRemote WorkLocal Territory ManagementIn-Person MeetingsQualified Leads

About the role

Key responsibilities & impact

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

Requirements

What you’ll need

5 to 7 years or more of selling to stock market investors within the financial industry
Current Investment Advisor Representative designation, OR Series 65, OR a combination of FINRA Series 7 and Series 66, OR qualifying financial professional designations or equivalents
Extensive experience bringing in new investor business
High-volume phone activity experience
Experience conducting in-person meetings
Experience working as an investment advisor or external wholesaler
Strong track record of success in sales and bringing in new investment assets
Record of six-figure earnings in each of the past 3 years
Ability to work remotely from home and cover a local territory within driving distance

Benefits

Comp & perks

$100,000 base salary to start with a gradual step-down decline to $0
Uncapped commission
Compensation includes a percentage of estimated first year’s management fees plus trailers for new business closed
Average total compensation of $300,000 to $350,000
Top producers earning $1 million or more
100% paid medical, dental, and vision premiums for you and qualifying dependents
50% 401(k) match, up to the IRS maximum
8 weeks Paid Primary Caregiver leave
Adoption assistance
Back-up childcare
Expense account with all home office and travel expenses covered
Computer, phone, scanner, printer, and other essential equipment