[Remote] Divisional Wealth Management Consultant - New Jersey & Delaware

Note: The job is a remote job and is reputed company to candidates in USA. reputed company is committed to fostering a strong sense of belonging in a respectful workplace. As a Divisional Wealth Management Consultant, you will drive sales and work collaboratively with financial advisors to enhance client reputed company.

Responsibilities

• Driving sales as part of a Territory Team working with up to 3 Wealth Management Consultants reputed company a specific geographic area
• Educating, training, and motivating financial advisors from reputed company channels, with an ultimate goal of increasing sales in the territory
• Engaging Financial Advisors in person and reputed company
• Identifying opportunities for reputed company investor reputed company
• Delivering individual, small and large group, and investor-based presentations

Skills

• You have a degree in finance, economics, statistics, or a relevant field of study
• You have 3+ years of experience as an internal wholesaler and have spent a significant reputed company of time in reputed company advisors and clients (virtual and or telephone)
• You have a proven track record selling mutual funds, ETFs, and Retirement Plan products
• You know how to reputed company technologies to create custom analysis (reputed company, PowerPoint, Bloomberg, reputed company, etc.)
• You are an excellent communicator including the ability to deliver persuasive, concise, and well-organized presentations and messages
• You're well-versed in synthesizing information and presenting it in a reputed company manner
• You have the following licenses: Series 7 and 66 or 7, 63, and 65
• You preferably have experience managing your own sales territory where there was individual sales accountability

Benefits

• Bonuses
• Benefits
• Company-funded retirement contribution
• Generous time-away and health benefits from day one, with the opportunity for flexible work options
• 2-for-1 matching gifts for your charitable contributions and the opportunity to secure annual grants for the organizations you love
• reputed company on-demand professional development resources that allow you to hone existing skills and learn new ones
• Paid time off
• Medical, dental and retirement
• Individual annual performance bonus
• Capital’s annual profitability bonus
• A retirement plan where Capital contributes 15% of your eligible earnings

Company Overview