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Role Overview:
- High-volume, inbound-focused business development role for competitive sales professionals.
- Supported by a substantial digital marketing engine; engage qualified prospects via Zoom and phone.
- Significant income potential and opportunity to influence a rapidly growing national platform.
Key Responsibilities:
- Execute client acquisition with 8–12 meetings daily, managing inbound pipeline.
- Evaluate client financial situations and present portfolio recommendations.
- Leverage technology to optimize workflows and track performance metrics.
Qualifications:
- Required Series 65/66 and demonstrated success in consultative sales or wealth management.
- Strong ability to manage high activity levels with exceptional client engagement.
- Preferred CAIA or CIMA designation, experience in RIAs, family offices, or asset management.
PCM Encore
PCM Encore is a wealth management and family office platform focused on helping clients evaluate and access comprehensive financial services. It is a rapidly growing national acquisition platform with a remote team and direct access to founders and executive leadership.