![Building A Digital PR Strategy: 10 Essential Steps for Beginners [With Examples]](https://buzzsumo.com/wp-content/uploads/2023/09/Building-A-Digital-PR-Strategy-10-Essential-Steps-for-Beginners-With-Examples-bblog-masthead.jpg)
![How One Brand Solved the Marketing Attribution Puzzle [Video]](https://contentmarketinginstitute.com/wp-content/uploads/2025/03/marketing-attribution-model-600x338.png?#)
Wealth Management Consultant - Series 7
A company is looking for a Regional Business Development Consultant in the Northeast. 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 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 the Northeast region (ME, VT, NH, MA, CT, RI, NY, NJ, PA, MD, DC, VA)
A company is looking for a Regional Business Development Consultant in the Northeast.
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 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 the Northeast region (ME, VT, NH, MA, CT, RI, NY, NJ, PA, MD, DC, VA)