Regional Vice President of Sales, Private Client Group

Job overview

The Regional Vice President of Sales, Private Client Group role is described as managed remotely from home, covering a local territory within driving distance of Baltimore, MD. Compensation includes a $100,000 starting base that gradually steps down to $0, uncapped commission, and average total compensation of $300,000–$350,000; top producers may earn $1 million or more. The client is a fee-only portfolio management and fiduciary firm serving high-net-worth investors. The role converts qualified investor leads into clients by presenting wealth management solutions, assessing prospects’ needs, and educating them about the firm’s services. It contributes to new client and asset growth, with support from an internal portfolio management and service team.

What you'll do

• Call and close qualified leads
• meet prospects to evaluate their situations and present solutions
• educate prospective clients about the firm’s services
• help qualified consumers become clients
• report to the Director of Private Client Group Sales. The role covers a local territory within driving distance and includes an expense account for home-office and travel expenses.

What we're looking for

Skills & competencies

regional vice president of sales

private client group

wealth management

portfolio management

financial sales

high-net-worth clients

baltimore md

cni consulting

remote from home

$100k base plus commission

series 65 or equivalent

full-time

Work arrangement

• Weekend coverage required

Benefits & perks

• 100% paid medical, dental, and vision premiums for employee and qualifying dependents
• 50% 401(k) match up to IRS maximum
• eight weeks paid primary caregiver leave
• adoption assistance
• backup childcare
• expense account covering home-office and travel expenses.

Why this role

Qualified lead flow; 100% sales-focused role without service requirements; uncapped commission and internal team support.

About the employer

CNI Consulting Inc. is hiring for this role. Industry: Portfolio Management and Investment Advice. Sector: 52.