SALES - INVESTMENT

                 INVESTMENT SALES -Registered Investment Advisory Firm

 

To Sell Investment Management Services to High Net Worth Clientele in MassachusettsWellesley Investment Advisors serves Registered Investment Advisors, high net-worth clientele and other investment professionals by primarily investing in convertible bonds to maximize investment performance in both bull and bear markets.

 

Founded in 1991 by two CPA/MBAs, Wellesley Investment Advisors, Inc. specializes in absolute return investing using convertible bonds.  Our strategy is well suited to today's investment climate.  It involves the melding of two seemingly contradictory goals - maximizing returns and protecting principal.  Since our inception, we have obtained outstanding investment results for our individually managed client portfolios and pooled accounts.

 

Our absolute return convertible bond strategy has achieved positive annual returns each year for the last 13+ years, through bull and bear markets.

 

The professionals we seek will offer our Separate Managed Accounts (“SMA”), our proprietary convertible mutual fund, and other absolute return seeking products to their existing book of business and contacts.  Sales Professionals will identify, present and close new business through their existing clientele and prospects, their external network of professionals including CPAs, attorneys and other referrers of investment management services to high net worth individuals.  We seek energetic and dynamic sales individuals who have a strong work ethic, positive attitude and who enjoy working in a team environment to service a client's financial needs.

 

Requirements:

+ We require experienced sales professionals with a recent demonstrated track record of generating new business from high net worth clientele.

+ A current book of business

+ Must live in Eastern Massachusetts+ Experience in selling to high net worth clientele + Exceptional self-motivation, articulation and       persuasive abilities

+ Must have Series 65 license

 

 We offer:

+ Highly competitive compensation and benefit package, including trailers

+ A satisfying career in a friendly, professional environment

 

To further explore this exciting opportunity, please email your resume and salary history, in complete confidence to Greg Miller CPA, CEO, Wellesley Investment Advisors, Inc., The Wellesley Office Park, 20 William Street, Wellesley, MA 02481.  Email: gmiller@wia.cc .

 

For more information on our firm, please visit our website at: www.WellesleyInvestment.com