Wealth Management Consultant

Job is Expired
Location: Remote
Compensation: Salary
Reviewed: Thu, Feb 19, 2026

Job Summary

A company is looking for a Regional Business Development Consultant.

Key Responsibilities
  • Execute the written sales plan for assigned agencies and report to the Associate Regional Director
  • Conduct coaching programs and virtual training sessions for advisors to enhance their financial planning business
  • 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 reside in NC, SC, GA, FL, AL, LA, or MS

COMPLETE JOB DESCRIPTION

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