Sales Development Representative

One of our clients, a leading wealth management firm, is looking to add a Sales Development Representative to their growing team. This firm is backed by a highly established parent company, offering long-term stability, strong resources and clear career progression.

This is an excellent opportunity for someone eager to build a career in sales and eventually grow into a Financial Advisor role.

Location: 5 days onsite - company wide policy - FiDi area in NYC

Compensation: Starting base salary $80K - $100k + commission

Must have the Series 65 certification or willingness to obtain in the first 3 months of hire

• High-volume outreach through all warm leads via calls, text and email
• Setting meetings with prospective clients
• Working closely with senior advisors and sales leadership
• Learning the fundamentals of wealth management sales and client acquisition
• Building a clear path toward a Financial Advisor position

• 1+ year of experience in a sales role and/or within fintech or financial services
• Strong communication skills and a hunter mentality
• Series 65 license or willingness to obtain upon hire
• Genuine interest in financial services and wealth management

Interview Process:

• Two steps:
  Initial phone interview followed by an onsite interview

Please apply only if you have a strong interest in financial services and are comfortable working onsite five days per week.

If you are interested in hearing more about the role, please send over your application or feel free to email jillian