Wealth Management-Sales Representative
Cenacle Capital Management - Greater Chicago Area
Job Description
Illinois, Wisconsin, Indiana
Requirements
OPPORTUNITY:
• Build your financial career with a boutique, independent fee-based investment manager serving the 401K, banking and affluent investor market
• Work as a consultant and set your own hours and build a first class advisory business
• An opportunity to turn an income investment strategy into a reality by serving the 70 million “baby-boomers” entering retirement.
RESPONSIBILITIES:
• Communicate with investors who have responded to the firm’s marketing and advertising efforts
• Candidate responsible for Lead conversion, Client support and some "cold" calling
• Describe firm’s philosophy and investment strategy using a highly professional approach
• Facilitate the asset acquisition process with qualified high net-worth investors
• Enhance skill sets, achieve financial success, and acquire expertise in the financial services industry
Qualifications:
• Bachelor's degree from a 4-year college or university required
• Must have Financial background and/or personal sales production
• Series 65 is preferred. Current book of business a huge plus
• Strong work ethic and desire to excel
• Highly professional consultative sales ability required
• Goal oriented, competitive, and articulate with strong communication skills
• Basic knowledge of options and covered call writing not necessary but would be a plus,
• Entrepreneurial Spirit
• Strong desire to work on commission for unlimited earning potential
Intermediate skills Excel, Word, Powerpoint and web based applications a plus.
Compensation:
• Lucrative payout structure with no cap
• Equity ownership available after target AUM goal met
• 50% payout schedule year one.
Please send resume to email address above. Ideal candidate has some experience in asset gathering or already has a book of business.
Excellent person-to-person skills a must.(ex: Ameriprise, Edward Jones, etc)
Compensation: Generous payout schedule. No cap. CFA's need not apply, because this position is primarily sales not research.
Attitude is important. 50% payout schedule year one.
Send resumes to info@cenaclecapital.com
Desired Skills & Experience
Must have some financial services experience / sales production
Current book of business a huge plus
Knowledge of ETFs, Covered Call Writing a plus
Company Description
Cenacle Capital Management is a boutique, independent fee-based investment manager serving the self-directed 401K, IRA and potential banking market.
Preservation of wealth is our primary focus. We believe disciplined risk control is essential to making money in the long term. Our approach uses
Exchange Traded Funds (ETF’s) to diversify portfolios, avoid individual equity risk, and provide a low cost alternative to portfolio management services for our clients.
We also offer specialized covered call writing strategies for high-net worth individuals.