Divisional Wealth Management Consultants - S. Florida & Puerto Rico
About The Position
As a Divisional Wealth Management Consultant, 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 as a DWMC will include educating, training, and motivating financial advisors from all channels, with an ultimate goal of increasing sales in the territory. You have a business-owner mindset, are self-motivated, and are someone who is 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. You will also need to have strong presentation skills in order to deliver individual, small and large group, and investor-based presentations. Approximately 75% of your time will be spent engaging your Financial Advisors in person and 25% of the time you will be engaging your Financial Advisors virtually. Territory: S. Florida & Puerto Rico
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.
- Series 7 and 66 licenses or Series 7, 63, and 65 licenses.
Nice To Haves
- Experience managing your own sales territory where there was 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, with an ultimate goal of increasing sales in the territory.
- Delivering individual, small and large group, and investor-based presentations.
- Engaging Financial Advisors in person (approximately 75% of time).
- Engaging Financial Advisors 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
- 2-for-1 matching gifts for charitable contributions
- Opportunity to secure annual grants for charitable organizations
- Access on-demand professional development resources
- Individual annual performance bonus
- Capital's annual profitability bonus
- Retirement plan where Capital contributes 15% of your eligible earnings
- Paid time off
- Medical
- Dental
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
