Unique Wealth Strategies
Website:
uniquewealthstrategies.com
Job details:
Company Description Unique Wealth Strategies is an independent registered investment advisor (RIA) founded to serve families whose journeys sit at the intersection of ambition, heritage, and legacy. The firm specializes in wealth management, financial planning, and estate planning for high-net-worth South Asian professionals and families across the U.S. Services are guided by each client’s goals and supported by deep cultural fluency and independent, objective advice. Unique Wealth Strategies focuses on generational wealth planning that honors the story behind the assets and shapes a meaningful legacy. The team partners with clients who value an advisor that understands both portfolio strategy and personal purpose.
Role Description The Sales Executive is a full-time, remote role responsible for developing new client relationships and expanding existing ones for Unique Wealth Strategies. This position involves prospecting high-net-worth individuals and families, conducting discovery calls, and presenting the firm’s wealth management, financial planning, and estate planning services. The Sales Executive will manage a sales pipeline, follow up on leads, prepare tailored proposals, and collaborate closely with advisors and planners to ensure a smooth onboarding experience. Day-to-day responsibilities include researching target markets, scheduling and leading virtual meetings, documenting activities in CRM systems, and meeting or exceeding defined revenue and activity targets. The role also requires maintaining a strong understanding of the firm’s offerings and staying informed on industry trends relevant to high-net-worth South Asian clients.
Qualifications
- Candidates should possess strong consultative sales and business development skills, including prospecting, relationship building, and closing.
- Candidates should possess financial services knowledge, such as familiarity with wealth management, financial planning, and estate planning concepts.
- Candidates should possess excellent communication and presentation skills, including the ability to explain complex financial topics in clear, client-friendly language.
- Candidates should possess strong organizational and pipeline management skills, including proficiency with CRM tools and follow-up practices.
- Candidates should possess high levels of integrity, client-centric mindset, and discretion when handling sensitive financial information.
- Prior experience selling advisory, financial, or professional services to high-net-worth clients is highly beneficial.
- Understanding of or experience with South Asian cultures and communities is a plus.
- Bachelor’s degree in Business, Finance, Marketing, or a related field, or equivalent professional experience.
- Ability to work independently in a remote environment and collaborate effectively with a distributed team.
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