What are the responsibilities and job description for the Investment Advisor – Client Acquisition (Remote) position at Ridgewood Investments?
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 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.
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.
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 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 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
- 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
- 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
- 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
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.