Wealth Management Consultant

New

Skills

Client Relationship Management Estate Planning Financial Planning MoneyGuidePro Salesforce Sales Strategy Tamarak Tax Planning Wealth Management Zoom

As a Regional VP, Wealth Management Consultant, you will play a pivotal role in enhancing our client relationships and driving new business opportunities. You will collaborate with the sales team to review prospect information, prepare for discovery meetings, and identify client needs while showcasing Allworth's advisor capabilities.

Key Responsibilities
  • Review prospect information with the sales team to assess suitability.
  • Prepare agendas for phone and virtual discovery meetings.
  • Identify client needs and establish advisory relationships.
  • Learn Allworth advisor capabilities to partner effectively for client solutions.
  • Create and present deliverables for planning, investments, estate, and tax.
  • Guide the sales cycle to secure new business.
Required Skills & Qualifications
  • CFP® or ChFC® preferred.
  • Willingness to obtain Series 7, 63/65, and life license.
  • 5+ years of client-facing wealth management or financial planning experience.
  • 3+ years of experience in closing new business.
  • BA/BS or Master's degree preferred.
  • Proficiency with MoneyGuidePro, Salesforce, Tamarak, and Zoom.

No forms. Your profile is generated instantly.

Job Type: Remote

Salary: Not Disclosed

Experience: Entry

Duration: Months

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