Investment Advisor Representative

Investor Advisor Representative - Manhattan, NYC

Are you ready to embark on a career journey that not only challenges you but also rewards your dedication with unparalleled growth opportunities? At Passive Management LLC, we are seeking passionate individuals to join our team and become Investment Advisor Representatives.

Do you thrive in a dynamic environment where building trusted relationships with high-net-worth individuals goes hand-in-hand with proactive outreach?

Are you enthusiastic about helping clients achieve their financial goals through personalized investment strategies and excited to actively grow your client base?

If so, this exceptional opportunity in our Manhattan office awaits you.

At Passive Management LLC, we are committed to empowering clients and delivering a personalized level of service that sets us apart. Join us in our mission to make a meaningful impact in the world of finance while charting a rewarding career path for yourself. Apply now and take the first step towards a future filled with endless possibilities!

About the Company:

Passive Management LLC is a privately held company located on Wall Street in the heart of the world’s financial center. Since launching five years ago, we have successfully managed portfolios for individual, small business and retirement planning clients leveraging our custom tools.

About the Role:

Here is why this role is your gateway to success. As an Investment Advisor Representative with a focus on sales outreach and solicitation, you will be the driving force behind client acquisition and relationship development. You will leverage your interpersonal skills, prior sales or business development experience and financial expertise (if any) to:

· Cold Call warm, qualified, potential leads and clients. A big advantage of working with Passive Management LLC is that we provide you initially with warm leads.

· Receive ethical and client-centered sales training from the firm at no cost to you.

· Leverage our advanced technology during one-on-one appointments to optimize client engagement and streamline post-appointment follow-ups, allowing you to focus on what truly matters—building lasting relationships and driving financial success.

· Develop and execute targeted outreach strategies from phone calls to networking.

· Capitalize on your exceptional communication skills and consultative approach in our fast-paced work environment.

· Embrace challenges, adapt quickly, and thrive in an atmosphere that values innovation and collaboration.

· Have your proactive approach to client outreach set you apart as you gain deep insights into clients' financial aspirations and business goals, laying the foundation for tailored investment strategies that align perfectly with their needs and objectives.

· Learn how to conduct needs assessments to promptly understand prospects' financial goals, risk tolerance, and investment time frames.

· Become an Investment Advisor Representative who offers clients a diverse range of investment solutions and educates and empowers them to make informed decisions by highlighting the benefits and differences of each option, fostering a sense of confidence and trust.

· Build and nurture strong ongoing relationships by exceeding expectations and going above and beyond in delivering personalized service that impresses clients.

· Deliver engaging presentations and answer questions with clarity and confidence.

· Convert prospects into satisfied clients by building trust and demonstrating expertise.

· Stay abreast of current market trends and investment products to ensure clients have access to the most relevant and impactful solutions.

· Contribute to the team's success by exceeding sales targets and consistently expanding your client base.

· Make a tangible difference in clients' lives by helping them make informed investment decisions that align with their best interests, using Passive Management's planning tools to craft bespoke solutions that pave the way to a brighter financial future.

Qualifications:

· Series 65 RIA (Registered Investment Advisor) or the ability to quickly acquire upon hire – the firm covers both the license training and exam costs. Once licensed, you may have a lucrative pay-out from your client base.

· While a Series 65 license and state registrations are preferred, we welcome candidates who are eager to acquire them quickly upon hire. With our support and resources, you will navigate the licensing process with ease, setting yourself up for success in no time.

· Minimum of 2 years’ experience in a similar role or in a non-financial services sales’ role.

· Proven record in your previous industry of exceeding sales targets through proactive outreach and solicitation.

· Excellent communication, presentation, and people skills and an ability to work independently and as part of a team in a fast-paced, results-oriented environment.

· Strong work ethic, self-motivation, and a commitment to exceeding client expectations.

Benefits:

· While a competitive industry base salary awaits you, it is just the beginning of your earning potential. Depending on your performance and eligibility, you may also enjoy bonuses and other variable compensation, ensuring that your hard work is recognized and rewarded.

· If you are already licensed as a Series 65 Investment Advisor, this opportunity is tailor-made for you. Your compensation will reflect your industry experience and client portfolio, allowing you to unlock your full potential and thrive in a dynamic environment.

· Outstanding opportunities for professional development and career advancement.

· Collaborative and supportive work environment.

· New hires complete an initial 60-day trial period and receive mentoring by a top industry leader with over 26 years’ experience, during this trial period. You will learn how to craft compelling investment propositions tailored to each client's unique situation.

· New hires also receive expert training in the technical charting of the New York Stock Exchange and proven phone skill training, at no additional cost to you.

· A chance to make a real difference in the lives of your clients and to build a rewarding new career.

To Apply:

Please submit your resume and cover letter to: recruiting@PassiveManagementLLC.com. In your cover letter, highlight your relevant experience, qualifications, and what sets you apart as a successful sales professional in the financial services industry or other industry.

We are an equal opportunity employer and value diversity at our company. We do not discriminate on the basis of race, religion, color, national origin, gender, sexual orientation, age, marital status, veteran status, or disability status.

Job Type: Full-time

Benefits:

• Paid training

Compensation package:

• Bonus opportunities
• Commission pay

Weekly schedule:

• Monday to Friday

Work setting:

• In-person
• Office

Ability to Relocate:

• New York, NY 10005: Relocate before starting work (Required)

Work Location: In person