Senior Wealth Consultant – Lead Desk

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

📋 Description

• Drive the acquisition of new clients for the firm’s wealth management division.

• Engage with assigned leads through timely outreach via phone, email, and virtual meetings.

• Evaluate potential clients by analyzing their financial needs, objectives, and suitability.

• Collect and document comprehensive client information for Advisors.

• Collaborate with Advisors throughout the sales process to facilitate opportunity development and client onboarding.

• Maintain consistent follow-up and engagement with prospects throughout the sales pipeline.

• Monitor lead activity, opportunity status, and pipeline progress using CRM systems.

• Work alongside marketing and sales teams on lead management and transitions.

• Provide a professional, consultative, and client-focused experience.

• Achieve or surpass sales activity and conversion targets.

• Offer updates on pipeline activity, conversion metrics, and sales results.

• Perform additional duties as assigned.

⛳️ Requirements

• Bachelor’s degree in business or a related discipline from an accredited institution.

• Over 7 years of experience in financial services sales or a similar client-facing position.

• Series 65 or CFP certification is required.

• Demonstrated success in selling to both new and existing clients in a consultative sales setting.

• Strong experience managing the entire sales cycle, including outreach, qualification, discovery, and transition.

• Exceptional communication and listening skills.

• Strong abilities in persuasion, negotiation, and problem-solving.

• Capability to document opportunities and maintain an accurate sales pipeline in Salesforce or comparable CRM tools.

• High level of organization and follow-through.

• Ability to build rapport and establish trust with potential clients.

• Comfortable working in a collaborative, team-oriented sales environment.

• Clean U4 with no disclosures.

• Legally authorized to work in the United States.

🏝️ Benefits

• Opportunities for professional growth and development.

• Innovative workplace environment.

• Culture of camaraderie and teamwork.

• Emphasis on work-life balance.

• Diverse culture with support for individual career aspirations.

• Equal employment opportunities.