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)
nAbout Ridgewood Investments
nRidgewood 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.
nOur focus is simple: build trust, grow assets, and deliver long-term results.
nThe 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.
nThis 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.
nThis is not a passive relationship role. This is a performance-driven position for someone who is comfortable doing the work required to win.
nnKey Responsibilities Execute consistent outbound calls and follow-ups to engage prospective clients
nNavigate organizations and relationships to reach decision-makers
nBuild, manage, and advance a pipeline of qualified prospects
nLead investment conversations and guide prospects through the decision process
nConvert opportunities into new clients and drive AUM growth
nMaintain ongoing engagement with prospects throughout the sales cycle
nTrack activity, pipeline, and results within CRM and reporting systems
nCollaborate with internal teams to deliver a seamless client experience
nMaintain full compliance with regulatory and fiduciary standards
n nQualifications
nnActive securities license required (Series 65, 7/66, or equivalent)
n5+ years of experience in wealth management, investment advisory, or financial sales
nProven ability to generate new business and close clients
nComfortable with high daily call volume and structured outreach
nStrong communication skills with the ability to build trust quickly
nHighly organized with the ability to manage multiple opportunities simultaneously
nSelf-motivated, disciplined, and results-driven
n nWhat We’re Looking For
nnA producer who is willing to do the daily activity required to win
nA strong communicator who can confidently guide financial conversations
nSomeone who thrives in a structured sales process and clear expectations
nPersistent, resilient, and comfortable working through objections
nCompetitive and accountable to measurable results
n nCompensation & Upside
nnBase salary 60K-75K + aggressive performance-based incentives tied to AUM growth
nSignificant earning potential for high performers
nClear expectations and measurable targets tied to activity and results
nOpportunity for long-term growth and leadership based on performance
n nWhy Ridgewood
nWe believe structure creates freedom. Our systems, processes, and investment philosophy are designed to support high performers who are willing to execute.
nIf you are looking for a role where effort, discipline, and performance directly translate into growth and income—this is that opportunity.
nThis role is for someone who can both start the conversation and finish it.
Worksite address
springfield, NJ, 07081, US
Who can apply
Review the original listing for work authorization, qualifications and employer requirements.