Investment Advisor

About the Company

We are looking for a motivated Investment Advisor to join our sales team. The role involves client acquisition by engaging prospective investors, understanding their financial needs, and guiding them through the firm’s investment offerings. It will require lead qualification, investor communication, and ensuring a seamless onboarding experience for clients.

About the Role

The Investment Advisor will play a crucial role in driving client acquisition and managing relationships with prospective investors.

Responsibilities

Proactively manage existing and new leads, ensuring consistent communication and pipeline development. Explain investment products in simple and compliant language to prospective clients and drive client acquisition. Handle basic objections and ensure timely follow-ups with prospective investors. Update CRM with accurate lead information, notes, and status. Collaborate with stakeholders to provide seamless, high-quality client experience beyond the initial engagement.