VP, Regional Wealth Management Consultant

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

📋 Description

• Cultivate relationships and enhance the assets of designated Wealth Management clients.

• Deliver wholesaling support while showcasing value-added services.

• Arrange on-site meetings and address client inquiries promptly.

• Collaborate closely with an Internal Wholesaler to execute your territory strategy.

• Utilize fund analysis software systems to effectively present our offerings.

• Create and implement marketing strategies for assigned clients.

• Work in partnership with marketing and communications program managers.

• Engage in various regional and national conferences.

⛳️ Requirements

• Over five years of sales experience, preferably within the financial services sector.

• Possession of Series 7 and 63 licenses.

• A Bachelor's degree or equivalent experience in a relevant field, or a combination of education and work experience.

• Demonstrated interpersonal, investment analysis, and strong written and verbal communication skills.

• Proficient understanding of Microsoft Office, Morningstar Principia, Zephyr StyleAdvisor, MS Outlook, Salesforce CRM software, and Market Metrics data.

🏝️ Benefits

• Competitive compensation package with a bonus plan.

• Generous paid time off (PTO) and competitive benefits.

• 401k plan with a 5% company match and annual performance-based discretionary contribution.

• Tuition reimbursement, formal mentorship program, and access to live and online learning opportunities.