Series 65 Licensed Wealth Consultant
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Job Summary
Driving new client acquisition, the full-time Senior Wealth Consultant - Lead Desk will engage with leads, qualify prospective clients, and collaborate with Advisors to onboard new wealth management clients in a remote setting.
Key responsibilities
- Conduct timely outreach to assigned leads through various communication methods to initiate client conversations
- Qualify prospective clients by assessing their financial needs and goals through structured discovery conversations
- Partner with Advisors throughout the sales process to ensure a seamless client experience and maintain accurate lead activity tracking
Required qualifications
- Bachelor's degree in business or a related field from an accredited college or university
- 7+ years of experience in financial services sales or a related client-facing role
- Series 65 or CFP certification required
Complete Job Description
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