Illinois Licensed Wealth Consultant

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 to the Associate Regional Director 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 or 10 years of experience in the financial services industry 3+ years of experience in the financial services industry 2+ years of experience in financial advising or related fields 1+ years of experience with fee-based management Ability to pass a non-registered fingerprint background check to qualify under FINRA

May 16, 2025 - 16:06

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 to the Associate Regional Director 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 or 10 years of experience in the financial services industry 3+ years of experience in the financial services industry 2+ years of experience in financial advising or related fields 1+ years of experience with fee-based management Ability to pass a non-registered fingerprint background check to qualify under FINRA