Investment Advisor – Client Acquisition (Remote)About Ridgewood InvestmentsRidgewood Investments is an investment advisor delivering intelligent, long-term money management solutions. We serve affluent individuals, retirement plan sponsors, and financial professionals with customized strategies rooted in disciplined, time-tested investing principles.
Our focus is simple: build trust, grow assets, and deliver long-term results.
The OpportunityWe are seeking a high-performing Producer & Closer who thrives in a structured, high-activity environment and knows how to convert conversations into clients.
This role combines daily outbound engagement with high-level investment conversations. You will spend a significant portion of your day on the phone—connecting with leads, navigating to decision-makers, and consistently moving prospects through the pipeline to close.
This is not a passive relationship role. This is a performance-driven position for someone who is comfortable doing the work required to win.
Key ResponsibilitiesExecute consistent outbound calls and follow-ups to engage prospective clientsNavigate organizations and relationships to reach decision-makersBuild, manage, and advance a pipeline of qualified prospectsLead investment conversations and guide prospects through the decision processConvert opportunities into new clients and drive AUM growthMaintain ongoing engagement with prospects throughout the sales cycleTrack activity, pipeline, and results within CRM and reporting systemsCollaborate with internal teams to deliver a seamless client experienceMaintain full compliance with regulatory and fiduciary standardsQualificationsActive securities license required (Series 65, 7/66, or equivalent)5+ years of experience in wealth management, investment advisory, or financial salesProven ability to generate new business and close clientsComfortable with high daily call volume and structured outreachStrong communication skills with the ability to build trust quicklyHighly organized with the ability to manage multiple opportunities simultaneouslySelf-motivated, disciplined, and results-drivenWhat We're Looking ForA producer who is willing to do the daily activity required to winA strong communicator who can confidently guide financial conversationsSomeone who thrives in a structured sales process and clear expectationsPersistent, resilient, and comfortable working through objectionsCompetitive and accountable to measurable resultsCompensation & UpsideBase salary 60K-75K + aggressive performance-based incentives tied to AUM growthSignificant earning potential for high performersClear expectations and measurable targets tied to activity and resultsOpportunity for long-term growth and leadership based on performanceWhy RidgewoodWe believe structure creates freedom. Our systems, processes, and investment philosophy are designed to support high performers who are willing to execute.
If you are looking for a role where effort, discipline, and performance directly translate into growth and income—this is that opportunity.
This role is for someone who can both start the conversation and finish it. J-18808-Ljbffr
Experience: 5 years required