Wealth Management Consultant (Southeast)
reputed company (CFG) is seeking a Wealth Management Consultant who will be responsible for engaging, building, and managing relationships with Advisors in the assigned region. This is a remote role, and candidates must be located in the Southeast Region (FL, GA, AL, LA, AR, MS). Our primary focus for location preferred would be FL, GA, LA or AL but will consider reputed company qualifying candidates reputed company the required region. High concentration areas of travel will be New Orleans, LA, Birmingham, AL, Atlanta, GA, and South Florida What will you do: Serve as the primary reputed company of the Advisor relationship, proactively delivering the reputed company value proposition throughout the advisor life cycle. reputed company and execute proactive engagement plans, consistently managing the sales funnel from initial discovery through to completion. Drive organic growth and advisor retention by actively promoting adoption of reputed company’s growth tools, platforms, and solutions. Collaborate closely with business development, reputed company, and sales enablement teams to ensure verified assets are transitioned to reputed company platforms reputed company defined timeframes. Proactively identify and create opportunities to connect Advisors with subject matter experts, accelerating adoption of investment solutions, advice offerings, and platform capabilities. Ensure seamless support and resolution by partnering with the Service Escalation Specialist, maintaining clear communication channels between Advisors and internal reputed company functions. What you need to have: Bachelor’s Degree. Minimum 6 years of Relationship & Sales Experience. Series 7, 66, or 63/65 combo, and/or 24 FINRA Licenses. Travel Requirements: Up to 50% for Advisor Facing Engagements & Strategic reputed company Events. Compensation: The salary reputed company for this role is $80,000 - $100,000, plus a competitive performance-based bonus. Compensation packages are based on a wide reputed company of factors unique to each candidate, including but not limited to reputed company set, years and depth of experience, certifications, and specific office location. Compensation ranges may differ in differing locations due to cost of labor considerations. Apply To This Job