Regional Growth Consultant

PrimeLending • Dallas, TX

1d

About The Position

HilltopSecurities is looking to hire a Regional Growth Consultant. The Wealth Management Products and Solutions team provides a comprehensive suite of solutions—including financial planning, income solutions, and fee-based products and services—to registered advisors in Hilltop Securities Private Client Group (PCG), Momentum Independent Network (MIN), and Correspondent firms. Our advisors support high-net-worth and institutional clients. The Regional Growth Consultant will drive increased utilization of the firm’s wealth management solutions by supporting advisors in expanding both new and existing client relationships.

Requirements

• 5 years or more of financial services experience
• Bachelor’s degree
• Series 7 and Series 65 or 66 required.
• Strong client service skills and interpersonal skills (communicative and outgoing), including the abilities to elicit information, actively listen, and clearly communicate.
• Must be able to provide complete and concise explanations of products to advisors and clients.
• Detail oriented with excellent organization skills, follow through skills and ability to multi-task.
• Excellent analytical, communication skills both verbal and written.
• Ability to work under pressure in a fast-paced and deadline-oriented environment.
• Strong computer skills required with experience in Microsoft Office.
• Previous experience making sales presentations to small groups.
• Travel will be required for training and client appointments

Nice To Haves

• CFP Designation preferred
• Insurance License or willingness to obtain
• Prior experience with the Envestnet platform, MoneyGuidePro, and Redtail a plus

Responsibilities

• Proactively work with financial advisors across all channels to support their efforts incorporating the use of financial planning, income solutions, and fee-based advisory services into their practices.
• Act as a consultant to advisors comparing options between different product and service solutions to meet specific client needs.
• Counsel advisors to engage cross-selling opportunities, when appropriate, to achieve investor goals
• Assist with all aspects of solution design, including financial planning, product selection, proposal generation, and support closing the opportunity.
• Participate in conference calls or appointments with the advisor and client.
• Cultivate advisor relationships to grow retail efforts across varying products on the Wealth Management platform.
• Interacts with other team members and Hilltop divisions to coordinate the delivery of service to clients
• Markets holistic product and advisory services to Financial Advisors.
• Assist with delivering advisor training on the suite of products, platform and services. This may include development of the training.
• Support recruiting efforts by prospective advisors or correspondents to educate them on our on our holistic product solutions.
• Maintain current knowledge of investment managers, product enhancements and industry trends.
• Assist with special projects and tasks as assigned.

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level