Private Wealth Consultant

ConsultantConsultantFull TimeRemoteTeam 201-500Since 1982H1B SponsorCompany SiteLinkedIn

Location

California

Posted

41 days ago

Salary

Not specified

Bachelor Degree5 yrs expEnglish

Job Description

• Identify opportunities to develop and execute consultative sales strategies that will maximize market penetration and increase buyer loyalty across stated segmentation. • Maintain advisors in their assigned territory focusing on the service and growth of these long-term relationships. • Utilize technology and data effectively while adhering to TIM best practices. • Apply proficient and thorough use of CRM systems to manage territory activity, track advisor interactions, and support effective sales execution; leverage Salesforce when applicable. • Partner respectfully and collaboratively with internal teams, including marketing and other cross-functional partners, to ensure alignment with business strategy, capitalize on opportunities, and address specific challenges. • Promote strong collaboration across the organization, maximizing synergies within other channels of distribution. • Work closely with the corresponding Advisor Solutions Investment Consultant to ensure proper coverage and success of all remaining Advisor Solutions advisors in the territory. • Perform other job duties assigned as necessary.

Job Requirements

  • Bachelor’s degree required (MBA, professional designations a plus).
  • 5+ years of experience covering large financial advisors and professional buyers with proven track record.
  • Analytical or research experience within Asset Management, Investment Consulting or Wealth Management is preferred.
  • Strong knowledge of asset allocation theory, portfolio construction, investment manager due diligence and modern portfolio theory.
  • FINRA Series 7 & 66 required, or equivalent of.
  • Demonstrated success in building and maintaining long-term relationships.
  • Willingness and ability to travel within the assigned territory required.
  • High degree of initiative results oriented and entrepreneurial thinking.
  • Highly engaged, enthusiastic, and a collaborative team player.

Benefits

  • Medical, dental, and vision coverage.
  • Employer 401(k) safe harbor and profit-sharing contributions.
  • Work/life programs such as flexible work arrangements, flexible paid time off, paid parental leave, employee assistance plan, commuter benefits, student loan repayment program, education reimbursement program.
  • Community involvement opportunities.
  • Onsite cafeteria.
  • Onsite fitness center.
  • Referral program.

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