Wealth Consultant

Advisor Group•Boston, MA

7d•$90,000 - $105,000•Hybrid

About The Position

This is an exciting opportunity for the ideal candidate to b e part of a new advisory team launch backed by the strength and reputation of Osaic Wealth . As an employee registered Wealth Consultant, you are responsible for the service, retention, sales and the development of our unassigned house account customers. Expectations will be that our employee registered Wealth Consultant will deepen client relationship through regular and quarterback the customer relationship utilizing our array of resources for support.

Requirements

Wealth Consultants will show strong sales and customer relationship experience, a full understanding of accumulation and decumulation planning, full adherence to SEC/FINRA/DOL fiduciary standards (including delivery of service against those standards) and will be dedicated to delivering an outstanding customer experience with every customer interaction
3+ years of Financial Services experience, preferably in phone and/or sales roles
Deliver superior customer experience in a professional manner while assisting customers in their decision-making process
Achieving monthly sales and productivity targets
Adhere to the highest levels of integrity and professional conduct
Participate in training and coaching development programs designed to enhance skills and provide opportunities for advancement
Share successful customer engagement experiences and process improvement ideas in a team environment
FINRA SIE, Series 7, 63 and 65/66 and insurance licenses are required
Undergraduate degree or High School Diploma or GED equivalent (minimum required) with 5 year or more years of experience in financial services

Nice To Haves

Deeply curious with a demonstrated ability to uncover the needs of the client.
Manages time and resources efficiently and effectively to bring compounding value and excellence to our customers.
Motivated by finding solutions for customers, you maintain an entrepreneurial mindset in pursuit of growth.
Takes tremendous pride in your knowledge of investment products to diagnose the needs of customers and propose solutions that fit each client's unique scenario, and unwavering work ethic.
Thrives in an environment of empowerment and accountability, learns from mistakes, and applies the learning to drive performance.

Responsibilities

Serve as a key member of our employee Wealth Consultant phone-based team, delivering point-in-time financial advice and building strong customer–advisor relationships with existing clients. You will receive qualified leads from our service center teams, as well as assigned customer accounts.
Conduct comprehensive needs analysis and risk capacity to help clients make informed investment decisions based on their individual financial situations.
Demonstrate the ability to implement advanced strategies within retail accounts, including retirement income planning and wealth‑accumulation strategies.
Primary clientele will be within the mass affluent segment of Osaic’s house account business.
Maintain and apply deep expertise across financial securities, investments, insurance, and related planning areas to provide timely and ongoing guidance and advice.
Achieve monthly sales and production targets in alignment with business goals.
Manage ongoing client relationships, including acting as an Investment Advisor Representative when appropriate. Performance will be assessed through customer satisfaction and asset retention metrics.
Assist clients in the seamless opening, transition, and funding of their investment accounts, ensuring smooth and professional experience.