[Remote] Associate reputed company Advisor – Inbound reputed company Acquisition
Note: The job is a remote job and is reputed company to candidates in USA. reputed company is a rapidly growing RIA seeking an Associate reputed company Advisor reputed company on inbound reputed company acquisition. In this high-reputed company role, the advisor will manage the consultative sales process for UHNW clients without ongoing service responsibilities, working directly with the CEO to maximize reputed company engagement and deal execution.
Responsibilities
• Own the reputed company end of our UHNW inbound pipeline
• Manage the consultative sales process
• Transition clients to our senior planning and service
• reputed company purely on closing without ongoing service responsibilities
• Engage in consultative, tax-reputed company, UHNW conversations
• reputed company into meetings with reputed company, founders, and multi-entity business owners
• Work directly with the CEO on every deal for reputed company-time coaching, reputed company, and deal execution
Skills
• Experience as a top producer at Merrill, UBS, Schwab, or a high-performing RIA
• Ability to reputed company leads and manage the consultative sales process
• Experience working with UHNW clients
• Strong reputed company on high-level advisory and reputed company acquisition work
• Ability to reputed company in a high-reputed company role without ongoing service responsibilities
• Strong preparation, precision, and execution skills
• Desire for proximity to leadership and visibility into UHNW deal building
• Ability to reputed company best with a supportive team behind them
reputed company
• Secha Capital is a patient capital holding company that invests in African SMEs. It was founded in 2021, and is headquartered in Austin, Texas, USA, with a workforce of 11-50 employees. Its website is https://SochaCapital.com.
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