Wealth Management Consultant
2 weeks ago
This prestigious executive role is with a highly esteemed financial management firm that exclusively recruits accomplished, driven, and entrepreneurial individuals to represent their organization.
In exchange, this firm provides a competitive compensation package along with a comprehensive benefits plan that ranks among the best in the sector.
About Our ClientOur client is a distinguished firm, recognized for its solid reputation and numerous accolades.
You will have the opportunity to deliver a complete suite of financial services, encompassing financial planning, brokerage services, estate planning, and investment management, as well as M&A advisory services tailored for middle-market privately held enterprises.
Additionally, you will be part of one of the nation’s premier providers of defined benefit and defined contribution plans.
What sets this company apart is the extensive range of products available for your clients. For business-owner clients, you will serve as a comprehensive solution for all their financial requirements.
Minimum Qualifications:
A minimum of 5-10 years of experience in the financial sector is essential.
It is important that you are comfortable in a sales-oriented role, as your primary objective will be to effectively market yourself to clients who will rely on you for their financial aspirations.
Compensation DetailsIf selected for this position, you can rest assured that your financial needs will be adequately addressed as you transition into the role while developing your business.
The firm offers a respectable base salary along with potential commissions and bonuses.
Benefits OverviewYou will qualify for an extensive benefits package. The offerings include a 401(k) plan, medical, dental, and vision insurance, as well as stock options.
Profile of Ideal Candidates- Individuals with or without a current Series LH, 6, or 7 license.
- Professionals from diverse backgrounds such as Sales Executives, Attorneys, Educators, Entrepreneurs, Business Owners, Bank Brokers, and retired Professional Athletes seeking a new career path, along with any other professionals aiming for a career transition with unlimited earning potential.
- A minimum of 5 years of executive experience.
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