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Wealth Management Consultant

2 months ago

Hartford, Connecticut, United States Lifetime Recruiting Strategies Full time
Join Our Team as a Wealth Management Consultant

Lifetime Recruiting Strategies is on the lookout for experienced sales professionals to enhance our global brand. This is an opportunity to embark on a rewarding career in the financial services sector, with comprehensive training provided.

We seek individuals who are not new to the field; this role is designed for seasoned professionals. We offer a competitive base salary, training, and commission structure.

Role Overview:
A Wealth Management Consultant merges personal expertise with the extensive resources of a leading global firm, ultimately assisting clients in achieving their financial aspirations.

Consultants will receive in-depth training to help them establish their own business, focusing on attracting and maintaining client relationships.

They will assess clients' financial situations and objectives, providing tailored, strategic investment advice.

Consultants will have access to a comprehensive suite of wealth management services, including mutual funds, stocks, bonds, IRAs, credit and lending solutions, insurance, estate planning, and more.


Key Responsibilities:
  • Evaluate investment opportunities and client requirements, recommending suitable strategies.
  • Foster client relationships by developing tailored strategies to meet their financial objectives through effective financial planning and wealth management.
  • Promote and sell relevant investment products and wealth management services to clients.
  • Build and nurture your own client base, preparing and delivering informative presentations and seminars.
  • Participate in ongoing training sessions and meetings to stay informed about products, services, and industry regulations.
  • Adhere to all industry standards and regulations.
  • Develop a clientele in niche markets, including women and minority groups.

Minimum Qualifications:
  • A proven track record of successful experience in a relevant field for at least 5-6 years.
  • Individuals with 10-15 years of experience in other sectors are also encouraged to consider this opportunity.
  • Ability to obtain Series 7 and 66 registrations, along with any additional licensing necessary for a successful career as a Wealth Management Consultant. Coaching and training will be provided.
  • Strong communication skills, both verbal and written, are essential.
  • A bachelor's degree is required; an MBA is advantageous, along with 5-6 years of business experience and demonstrated success in a sales-related role.
  • An entrepreneurial mindset is crucial; if you thrive without micro-management and understand the importance of building a sustainable business with long-term earning potential, you may be an ideal candidate.
  • A professional demeanor and a solid understanding of relationship-building are vital.

We strongly encourage women and minority candidates to apply.