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Vice President - Investment Advisor Sales

Summit Global Investments, LLC (SGI) is an SEC Registered Investment Advisory Firm located in Bountiful, Utah with an office in the San Francisco Bay Area. SGI was founded on the belief that Institutional quality management, strategies and advice must be available to all investors. Based on this principle of delivering appropriate and disciplined investment strategies to investors, SGI is experiencing substantial growth within the Low Volatility investment strategies managed by the Firm. Summit Global Investments seeks qualified individuals with relevant financial sales experience who are willing to prospect and then educate Financial Advisors / RIA's on Summit Global Investments unique approach to investment management. The primary function of this position is to generate sales from new and existing Financial Advisors / RIA's into SGI's Low Volatility Mutual Fund and Model Portfolios.
Summit Global Investments manages the SGI U.S. Low Volatility Equity Mutual Fund and multiple Low Volatility Investment Model Portfolios. The Firm works with the major custodians used by Financial Advisors and Independent Advisor Representatives across the U.S. This position is an excellent opportunity for an entrepreneurial and motivated person to work with and be mentored by the Senior Management of Summit Global Investments. On a daily basis you'll interact with the Investment Professionals at Summit Global Investments along with the Partner's of the Firm to help you achieve success.
Skills:
Strong work ethic and a commitment to exceed goals
Passion for excellence and willingness to exceed clients expectations
Team Player that will help others grow, must be highly reliable and trustworthy
Superior conversational and active listening skills, detailed in all communication
Must be coachable, teachable and adept at handling multiple projects at once
Understands urgency, client needs and maintains complete composure at all times
Deep understanding and respect for the personal relationships your clients have with their clients
Qualifications:
Bachelor's degree (Finance, Business Management, Statistics, Economics preferred)
Recognized Industry & Educational Designations (MBA, JD, CFA, CFP, etc. preferred)
2 - 5 years of relevant financial sales experience
CRM & Excel mastery
Series 6, 7, 63, 65 or 66 (Or very close to taking licensing exams)
Available and willing to travel up to 25%
Compensation:
Benefit Package
Potential for equity ownership in Firm
Salary - Based on experience / negotiable
Very Aggressive Payout Structure
To learn more about Summit Global Investments please visit: http://summitglobalinvestments.com/
Summit Global Investments, LLC is an equal opportunity employer. Please visit: http://summitglobalinvestments.com/ to learn more about SGI's Privacy Policy and other Legal Disclosures

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