Series 7 Wealth Management Consultant

Job Summary

A company is looking for a Wealth Management Sales Consultant to expand their client base and provide personalized financial advice.

Key Responsibilities

• Execute the written sales plan for assigned agencies and report progress to leadership
• Conduct coaching programs and virtual training sessions for advisors to enhance their wealth management skills
• Understand and implement the full Wealth Management and Insurance product suite to assist clients and advisors

Required Qualifications

• Bachelor's degree
• 3+ years' experience in the financial services industry
• 2+ years' experience in financial advising or related fields
• 1+ years' experience with fee-based management
• Must be located in the Mid-West in specified states