FINRA Licensed Regional Consultant

Job Summary

Leading a sales team within a designated territory, the full-time FINRA Licensed Regional Consultant will collaborate with financial advisors to expand the distribution of investment solutions, while working remotely and traveling to advisor offices and industry events as needed.

Key responsibilities:

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

Required qualifications:

• Bachelor's degree in business or finance
• 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
• Proven experience utilizing Salesforce or similar CRM tools