Divisional Wealth Management Consultant - E Texas, Arkansas, Mississippi & Dakotas
About The Position
As a Divisional Wealth Management Consultant (DWMC), you will be responsible for driving sales as part of a Territory Team, working with up to 3 Wealth Management Consultants within a specific geographic area. Your role will include educating, training, and motivating financial advisors from all channels, with the ultimate goal of increasing sales in the territory. You will need a business-owner mindset, be self-motivated, structured, and process-oriented. You are motivated by setting goals and measuring your performance against them. You are a well-rounded collaborator and work skillfully with Senior Sales Force members to identify opportunities for better investor outcomes. Strong presentation skills are essential for delivering individual, small and large group, and investor-based presentations. Approximately 75% of your time will be spent engaging Financial Advisors in person, and 25% of the time will be spent engaging them virtually. The territory covers E Texas, Arkansas, Mississippi & Dakotas.
Requirements
- Degree in finance, economics, statistics, or a relevant field of study.
- 3+ years of experience as an internal wholesaler.
- Significant time spent in front of advisors and clients (virtual and/or telephone).
- Proven track record selling mutual funds, ETFs, and Retirement Plan products.
- Ability to leverage technologies to create custom analysis (Excel, PowerPoint, Bloomberg, Backset, etc.).
- Excellent communication skills, including the ability to deliver persuasive, concise, and well-organized presentations and messages.
- Ability to synthesize information and present it in a distilled manner.
- Possession of Series 7 and 66 licenses, or Series 7, 63, and 65 licenses.
Nice To Haves
- Experience managing your own sales territory with individual sales accountability.
Responsibilities
- Driving sales as part of a Territory Team working with up to 3 Wealth Management Consultants within a specific geographic area.
- Educating, training, and motivating financial advisors from all channels to increase sales in the territory.
- Collaborating skillfully with Senior Sales Force members to identify opportunities for better investor outcomes.
- Delivering individual, small and large group, and investor-based presentations.
- Engaging Financial Advisors in person (approximately 75% of time) and virtually (approximately 25% of time).
Benefits
- Competitive salary
- Bonuses
- Company-funded retirement contribution (factors in salary and variable pay, including bonuses)
- Generous time-away benefits
- Health benefits from day one
- Opportunity for flexible work options
- 2-for-1 matching gifts for charitable contributions
- Opportunity to secure annual grants for organizations
- On-demand professional development resources
- Individual annual performance bonus
- Capital's annual profitability bonus
- Retirement plan with a 15% company contribution of eligible earnings
- Paid time off
- Medical insurance
- Dental insurance
- Retirement plan
Stand Out From the Crowd
Upload your resume and get instant feedback on how well it matches this job.
What This Job Offers
Job Type
Full-time
Career Level
Mid Level
