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Series 7 Licensed Wealth Consultant
A company is looking for a Wealth Management Sales Consultant. Key Responsibilities Execute the written sales plan for assigned agencies and report to the Associate Regional Director Conduct coaching programs, support advisor focus groups, and lead virtual training sessions 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 Ability to pass a non-registered fingerprint background check
A company is looking for a Wealth Management Sales Consultant.
Key Responsibilities
Execute the written sales plan for assigned agencies and report to the Associate Regional Director
Conduct coaching programs, support advisor focus groups, and lead virtual training sessions
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
Ability to pass a non-registered fingerprint background check