Private Wealth Management Associate - Kitchener On

Private Wealth Management Associate, Vassalo & Associates – Kitchener, ON

As a Senior Financial Consultant, you will be a key member of Vassalo & Associates Private Wealth that has been established in Kitchener for over 28 years. As a key member of our team, you can thrive in an entrepreneurial environment that provides industry-leading training and support, encourages personal growth, and fosters the achievement of excellence. This is a great full-time opportunity to build and be rewarded with potential equity ownership in the practice based on assets transitioned.

You are currently a successful financial advisor or have minimum of 10+ years of proven business development and sales experience. You are looking for a next level career opportunity to deepen your financial planning relationships. Drawing on previous experience, you will be responsible for growing the assets of a well-established, client-centric financial planning practice. If you consider yourself a self-motivated and disciplined individual with an entrepreneurial spirit who has a passion for business development, look no further.

Here is a glimpse of the day-in-a-life:

• Develop new client relationships from external prospecting and introduction generated from centers of influence.
• Identify new business opportunities with high net-worth individuals.
• Meet directly with prospective clients as well as follow up with existing clients to execute strategic concepts and further client relationships.
• Interact with clients daily through incoming client calls, meetings on and offsite and providing information on products, services and strategies.
• Engage in business development and external marketing strategies.

To qualify for this opportunity, you should possess:

• Life License Qualification Program (LLQP) or willing to obtain.
• Minimum of 10+ years of proven business development and sales experience years of experience ideally in the financial services industry since you will be spending at least two-thirds of their time devoted to external business development efforts.
• A financial planning designation, such as CFP® or QAFP, PFP designation would be considered an asset.
• Completed MFDA licensing.
• Proven track record for developing new business as well as strong interpersonal skills to build relationships and attract new business.

Benefits

• Opportunity to build including equity ownership in the practice.
• An earnings range of $60,000 - $250,000 (depending on assets transitioned) per year in addition to performance incentives based on results can be expected depending on experience.
• Compensation is a combination of regular pay and bonus aligned to business achievement.
• Entrepreneurial culture that promises personal growth and development in the high-net-worth market

Vassalo & Associates Private Wealth Management

At Vassalo & Associates Private Wealth, our mission is to improve people's lives by helping our clients achieve new heights of financial success, so they have the freedom to live their lives their way both now and in retirement.

We’re seeking a thoughtful, genuine entrepreneurial-minded individual who can help us meet our vision to be the most sought-after, trusted, holistic financial planning firm to people of significant means and their families. At least two-thirds of your time will be devoted to external business development efforts. You will contribute to and publicly represent the firm’s strategic brand.

We are committed to excellence and offer industry-leading training, support, and ongoing development throughout your career. You will be backed by a team of advanced financial planning experts and a network of wealth planning, insurance planning and mortgage specialists. We offer exceptional income potential, where your earnings are reflective of your efforts. For the right individual, combined with our support, this will be a highly rewarding career both personally and professionally.

For more information on Vassalo & Associates :Home | Vassalo & Associates Private Wealth Management (irenevassalo.com)