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Series 7 Wealth Management 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 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
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