Regional Wealth Management Consultant - Western Region

Ameritas•Lincoln, NE

5h•Hybrid

About The Position

Responsible for driving sales and growth throughout the products and platforms offered by the broker dealer and RIA. This position is focused on developing meaningful relationships with advisors, growing firm level assets under management, and driving new business to the Ameritas Wealth Platform. Candidates should be highly motivated, strategic, self-driven and results oriented, yet capable of working in a collaborative manner both internally and across the organization. Candidates will have a passion for delivering high-quality engagements to a demanding and growing advisor base while leveraging a needs-based selling approach and consultative sales techniques. Demonstrate a polished professional demeanor, sales acumen, strong presentation and public speaking skills, and distinguished written communication skills. Utilize in-depth knowledge of securities industry best practices, regulatory landscape, and terminologies to guide advisors. You will demonstrate a thorough understanding of investment advisory platforms in deploying strategies through both advisor managed or outsourced solutions. Application of broad product knowledge in the advisory, RIA, clearing, brokerage and custody, technology, research, equity-trading, mutual funds, ETFs, and managed assets networks will be important. Position Location: This role could be hybrid or remote based on proximity to an office location. This role will require travel. This role will cover the Western half of the USA. Preferred candidates would live within that target geography.

Requirements

Bachelor’s degree in finance or a similar business-related field or equivalent combination of education and experience required.
4 or more years of securities industry related experience required.
4 or more years of experience in field sales, focused on advisory based concepts required.
Strong sales acumen, competitive mindset, desire to help others.
FINRA Series 7, Series 65 or 66 required.
Travel of 10% to 25% of time will be required. Must live within a reasonable distance of a major airport.

Nice To Haves

Envestnet and ORION platform experience strongly desired.
CIMA, CFP, or ChFC designations desired.

Responsibilities

Execute a sales strategy to meet or exceed sales goals by managing a territory with a strong focus on proactive, outbound sales activities to drive net new assets to increase AUM on advisory platforms.
Maintain client focus and commitment to profitability, competitiveness, increasing assets, client satisfaction, and greater awareness of the Ameritas Wealth Platform.
Communicate to current advisors an in-depth understanding of a comprehensive wealth management business model and articulate the values/benefits of the firm’s programs and products.
Utilize needs-based consulting skills to identify the needs of advisors and provide an opportunity for those needs to be met through the development of a fee-based business model and utilization of the Ameritas Wealth Platform. Support advisors in designing an implementation plan to transition business to a fee-based model.
Extensively collaborate with key constituents across the organization including Recruiting, RVP/DVP team, Relationship Management Teams, Wealth Management areas, Practice Management, Enterprise planning staff, Marketing, and other shared services teams.
Contribute to the growth of an advisor’s practice across varying stages from inception to mature growth, while establishing relationships with new or existing advisors, across a range of sizes and product levels.
Maintain a strong presence at regional and national conferences through attending and presenting at all events and identifying and creating opportunities to enhance Ameritas Wealth Platform visibility at each event, including OSJ and Branch meetings.