Regional Consultant, Wealth Management - Mid-Atlantic

About the position

As a Wealth Management Regional Consultant, you will be responsible for expanding our client base, providing personalized financial advice, and leveraging diverse expertise from outside our immediate geographic area. You will partner with an Associate Regional Director to drive sales and business results within your designated territory. The role involves executing key activities in your geographical territory, supporting the field in achieving their Wealth Management goals and driving sales and business results.

Responsibilities

• Report to your Associate Regional Director to ensure you have the appropriate skills to execute your role and drive assigned sales and business results.
• Responsible for the tactical execution of the written sales plan for each agency as assigned by the Regional Director.
• Conduct regular coaching programs, support advisor focus groups and boot camps as is needed, and conduct virtual training sessions for novice and high potential advisors to grow their wealth, net flows and financial planning business.
• Conduct beginner and intermediate virtual training series.
• Responsible for understanding the full Wealth Management and Insurance product suite and driving implementation of those products to help clients and advisors achieve their goals and objectives.
• Report to the appropriate Senior Regional Consultant on sales progress to ensure Wealth Management Sales Results are met.

Requirements

• Bachelor's degree.
• Series 6 or 7 required at time of application.
• Series 63 + 65, or 66 at time of application or must obtain within 180 days.
• 3+ years' experience in the financial services industry.
• 2+ years' experience in financial advising, internal wholesaling, financial planning or retail financial services / operations.
• 1+ years' experience with some type of fee-based management.
• Must reside in the Mid-Atlantic (PA, VA, DC, MD).
• Required Travel: 0 - 15% within designated territory.

Nice-to-haves

• 2+ years financial planning experience.
• 3+ years' experience with data gathering, case analysis and strategy implementation, as well as how to implement ongoing planning through a service model.
• Industry designation (CFP, CLU, CHFC) or currently in progress.
• Strong presentation skills in both live and virtual formats.
• Ability to clearly communicate nuanced concepts and navigate sometimes complex interpersonal dynamics.
• Comfortable in a fast-paced, high-demand, dynamic environment.
• Ability to work as both a collaborative team member.
• Strong written and verbal communication skills.
• Excellent listening and follow-up skills.

Benefits

• Regular meetings with Regional Director and Associate Regional Director to drive territory results.
• Access to mentorship opportunities.
• Networking opportunities including access to Asian, Hispanic/Latinx, African American, women, LGBTQ, veteran, and disability-focused Business Resource Groups.
• Access to learning content on Degreed and other informational platforms.
• Strong and stable ethical business with industry leading pay and benefits.