Private Wealth Consultant – Western Region

This is a fully remote position, open to applicants in California.

📋 Description

• Identify and seize opportunities to develop and implement consultative sales strategies that will enhance market penetration and foster increased buyer loyalty within defined segments.

• Maintain relationships with advisors in the designated territory, concentrating on service excellence and the growth of these enduring partnerships.

• Effectively utilize technology and data while following TIM best practices.

• Demonstrate proficient and comprehensive use of CRM systems to oversee territory activities, monitor advisor interactions, and facilitate successful sales execution; leverage Salesforce as needed.

• Collaboratively and respectfully partner with internal teams, including marketing and other cross-functional collaborators, to ensure alignment with business strategies, capitalize on opportunities, and address particular challenges.

• Foster strong collaboration across the organization, optimizing synergies with other distribution channels.

• Work in close coordination with the respective Advisor Solutions Investment Consultant to guarantee effective coverage and success of all remaining Advisor Solutions advisors within the territory.

• Carry out additional job responsibilities as assigned.

⛳️ Requirements

• A Bachelor’s degree is required (MBA or professional designations are advantageous).

• A minimum of 5 years of experience with large financial advisors and professional buyers, showcasing a proven track record.

• Preferred analytical or research experience in Asset Management, Investment Consulting, or Wealth Management.

• Strong understanding of asset allocation theory, portfolio construction, investment manager due diligence, and modern portfolio theory.

• FINRA Series 7 & 66 are required, or the equivalent certification.

• Proven success in establishing and maintaining long-term relationships.

• Willingness and capability to travel within the assigned territory are essential.

• A high degree of initiative, result-oriented mindset, and entrepreneurial thinking are crucial.

• Highly engaged, enthusiastic, and a collaborative team player.

🏝️ Benefits

• Medical, dental, and vision coverage.

• Employer 401(k) safe harbor and profit-sharing contributions.

• Work/life programs including flexible work arrangements, flexible paid time off, paid parental leave, employee assistance plan, commuter benefits, student loan repayment program, and education reimbursement program.

• Opportunities for community involvement.

• Onsite cafeteria.

• Onsite fitness center.

• Referral program.