Financial Investment Sales Executive (HNW Clients) | $250K+ Job

Financial Investment Sales Executive (HNW Clients) | $250K+

Job Summary

Join GlobiFYE, an AI-first global tech firm, where finance meets cutting-edge innovation. We’re hiring a high-performing Financial Investment Sales Executive to drive revenue growth by engaging high-net-worth (HNW) clients and delivering tailored investment solutions. This role blends financial sales expertise, relationship management, and AI-driven sales tools to maximize your earning potential.

If you're a quota-crushing sales professional looking for uncapped commission, remote flexibility, and access to advanced powered systems, this is your next big move. Work with a diverse, high-impact team redefining how financial sales scale globally.

Apply today and accelerate your income, impact, and career.

Key Responsibilities

Drive new business by selling investment solutions to affluent and HNW clients
Build and manage a strong pipeline using CRM systems and AI-driven sales tools
Develop customized portfolio strategies aligned with client financial goals
Consistently exceed sales quotas and revenue targets
Strengthen client relationships to increase retention and assets under management (AUM)
Analyze market trends and leverage data insights to improve conversion rates
Collaborate with cross-functional teams to deliver seamless client experiences

Required Qualifications

5+ years of experience in financial sales, wealth management, or private banking
Proven track record as a revenue generator / quota achiever
Experience working with high-net-worth (HNW) or affluent clients
Bachelor’s degree in Finance, Business, or related field (or equivalent experience)
Strong communication, negotiation, and relationship management skills
Proficiency with CRM platforms and remote sales tools

Preferred Qualifications

MBA or advanced degree
Experience in asset management or investment advisory firms
Familiarity with GenAI tools, sales automation, or fintech platforms
Knowledge of portfolio management, financial planning, or investment products
Experience working in remote or hybrid sales environments

Compensation & Benefits

$175,000 – $250,000 base salary + uncapped commission (high six-figure potential)
Health, dental, and vision insurance
401(k) with company match
Unlimited PTO + flexible work schedule
Remote / hybrid work flexibility
Access to AI-powered sales tools and automation systems
Career growth with a global, innovation-driven firm

Work Environment / Culture

At GlobiFYE, we operate at the intersection of finance, AI, and scalable growth systems. Our culture is fast-paced, collaborative, and performance-driven, where innovation is encouraged and results are rewarded. You’ll work alongside a diverse team of forward-thinking professionals leveraging GenAI, automation, and data intelligence to redefine financial sales. We prioritize work-life balance, remote flexibility, and continuous learning, ensuring you have the tools and support to succeed in a modern sales environment.

Application Process

Submit your application via Indeed (quick apply – takes <2 minutes)
Initial screening within 48–72 hours
Virtual interview with hiring team
Final decision within 1 week

Benefits:
401(k)
Dental insurance
Health insurance
Vision insurance

Education:
Bachelor's (Required)

Experience:
financial sales (wealth management or banking): 5 years (Required)
working directly with high-net-worth or affluent clients: 5 years (Required)

Ability to Commute:
Atlanta, GA 30332 (Required)

Ability to Relocate:
Atlanta, GA 30332: Relocate with an employer provided relocation package (Required)
Work Location: In person