As a small firm, we need motivated sales professionals to go out into the marketplace and effectively tell our success story. What we have to sell is extremely compelling in these difficult times:

• Top-ranked investment performance.
• Risk mitigation capabilities that are unique amongst our peers.
• A custom approach to client portfolios, not a one-size-fits-all approach common to mutual funds and investment "products" (annuities).
• Economic and market research capabilities that are actually insightful and valuable.

Our sales efforts are focused in three distinct areas:

• Retail investment accounts.  Our focus is mainly on building networks of centers of influence (accountants and attorneys), providing ACM with steady referral sources.  We do not, as yet, have a separate effort for Ultra-High Net Worth Individuals, but with the right sales professionals we can begin to develop that program.
• Subscription-based research services.  We sell our economic and market commentary, as well as stock selections to other investment advisory firms, regional brokerage firms, and trust banks.  This service is relatively new and requires a dedicated professional to get it moving forward.  But the potential is very good for high fee income.
• Separate Account Management.  This service consists of ACM as a sub-manager to other RIA's.  There is huge potential in this segment as many advisors are beginning to realize that they need to access other portfolio managers with top strategies and methods.  Most of the work in this segment is getting ACM approved on managed account platforms, and then working with RIA's within those platforms to promote ACM's portfolio management.  Success in this area is typically much larger than the other two segments.

There are no specific education requirements, but knowledge of the investment business (through education or experience) is required to be successful.  We will provide training of the specifics of ACM's portfolio management strategies and processes, particularly highlighting the many differences between our approach and the rest of the industry.  ACM also requires sales professionals to obtain a Series 65 FINRA license within a reasonable time period after your date of hire. 

Compensation is advertised as:

• Base Salary of $3,000 per month for the three month probationary period.
• Base Salary of $2,000 per month for the next six months.
• Commission Bonuses of 35% of the first year's advisory fees (paid quarterly), 20% of second year fees, 15% of third year fees, 10% of fourth year fees.  (Example:  a $500,000 portfolio would pay $5,000 in annual advisory fees, $1,250 per quarter, equating to a commission bonus of $1,750 for the first year)

This compensation structure will allow you to build up success that will pay off for years, and can be flexible to meet your specific needs.

Contact Jessica Wertz at jessica@client-centered.net, or call 561-686-6844 to get more information or schedule an appointment to see if ACM is the right career move.