California Licensed Regional Consultant

Job Summary

A company is looking for a Regional Consultant to lead a sales team and collaborate with financial advisors in a designated territory.

Key Responsibilities

• Travel to advisor's offices and industry events to present the company's value proposition
• Support advisors with large client presentations and assist in transferring their book of business
• Educate and consult prospective advisors on wealth management platform and investment offerings

Required Qualifications and Education

• Bachelor's degree in a business or finance field
• 5+ years of experience in the financial services industry
• 5+ years of in-person consultative sales experience
• Active FINRA licenses: Series 6, 63, and 65, and/or Series 7 and 66 are required
• Experience utilizing Salesforce or similar CRM tools