Wealth Management Consultant

Job Summary

A company is looking for a Regional Business Development Consultant to expand its client base and provide personalized financial advice.

Key Responsibilities

• Execute the written sales plan for assigned agencies and report progress to the Associate Regional Director
• Conduct coaching programs, support advisor focus groups, and provide virtual training sessions for advisors
• Understand and implement the full Wealth Management and Insurance product suite to help clients achieve their goals

Required Qualifications

• Bachelor's degree
• 3+ years' experience in the financial services industry
• 2+ years' experience in financial advising, internal wholesaling, or financial planning
• 1+ years' experience with fee-based management
• Must reside in specific states and pass a non-registered fingerprint background check