About this opportunity
Ridgewood Investments lists this Investment Advisor Client Acquisition Remote opportunity in springfield, New Jersey. Review the employer’s description below for duties, qualifications and application requirements.
Job description
Investment Advisor – Client Acquisition (Remote)
About Ridgewood Investments
Ridgewood 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 Opportunity
We 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 Responsibilities
Execute consistent outbound calls and follow-ups to engage prospective clients
Navigate organizations and relationships to reach decision-makers
Build, manage, and advance a pipeline of qualified prospects
Lead investment conversations and guide prospects through the decision process
Convert opportunities into new clients and drive AUM growth
Maintain ongoing engagement with prospects throughout the sales cycle
Track activity, pipeline, and results within CRM and reporting systems
Collaborate with internal teams to deliver a seamless client experience
Maintain full compliance with regulatory and fiduciary standards
Qualifications
Active securities license required (Series 65, 7/66, or equivalent)
5+ years of experience in wealth management, investment advisory, or financial sales
Proven ability to generate new business and close clients
Comfortable with high daily call volume and structured outreach
Strong communication skills with the ability to build trust quickly
Highly organized with the ability to manage multiple opportunities simultaneously
Self-motivated, disciplined, and results-driven
What We’re Looking For
A producer who is willing to do the daily activity required to win
A strong communicator who can confidently guide financial conversations
Someone who thrives in a structured sales process and clear expectations
Persistent, resilient, and comfortable working through objections
Competitive and accountable to measurable results
Compensation & Upside
Base salary 60K-75K + aggressive performance-based incentives tied to AUM growth
Significant earning potential for high performers
Clear expectations and measurable targets tied to activity and results
Opportunity for long‑term growth and leadership based on performance
Why Ridgewood
We 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.
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Worksite address
springfield, NJ, 07081, US
Who can apply
Review the original listing for work authorization, qualifications and employer requirements.