Wealth Management Consultant

2 weeks ago

Nashville, Tennessee, United States Financial & Tax Architects LLC Full time
Position Overview

Compensation Structure: Base Salary + Commission. Potential earnings can reach up to $200,000+ with unlimited income opportunities.

Work Environment: This role requires onsite presence in Nashville, TN.

Working Hours: Standard business hours from Monday to Friday, with flexibility for evening seminars or client meetings.

Employment Type: Full-time W-2 position.

Qualifications for Wealth Management Consultant:

  • Must possess an active State Life and Health License.
  • Required to hold an active Series 65 or 66 license, or be willing to obtain the Series 65 within 30 days of hire.
  • Previous experience in financial planning, wealth advising, or life and annuity sales is essential.
  • Proven ability to engage with High-Quality Prospects (HQP) possessing investable assets between $500k and $5M.
  • Self-driven and motivated to surpass sales goals and achieve significant earnings (W2 on-target earnings Year 1: $135,000, Year 2: $200,000+, with Senior Advisors earning between $400k and $1M based on performance).
  • Exceptional communication and interpersonal skills to foster strong client relationships.
  • Ability to adapt to flexible working hours, including 2 to 4 evenings per week, to meet client needs.
  • Demonstrated leadership capabilities to manage a team effectively, ensuring collaboration and outstanding results.
  • Commitment to continuous learning about financial products and market trends to provide informed advice to clients.

Benefits Offered:

  • Health Insurance with 50% employer contribution.
  • Dental and Vision Insurance.
  • 401(k) plan with a 3% employer match.
  • Paid vacation and PTO.
  • All leads provided, with seminars organized for you.
  • Comprehensive training and development opportunities.
  • Dedicated administrative support through an Account Manager (AM).
  • Flexible work-life balance.
  • All overhead costs covered by the firm, including marketing and administrative support.
  • Family-oriented workplace culture.

Role of Wealth Management Consultant:

We are in search of exceptional candidates with a strong sales orientation to fill the role of Wealth Management Consultant. This is a premier position for motivated individuals who excel in sales and are committed to delivering outstanding financial services. We seek individuals who thrive on engaging with High-Quality Prospects (HQP) and providing exceptional financial solutions.

  • Opportunity to collaborate with a firm recognized for its effective marketing strategies and consistent lead generation.
  • Daily interaction with High-Quality Prospects (HQP), ensuring a steady stream of potential clients.
  • Flexible scheduling options to maintain a healthy work-life balance.
  • Competitive compensation package based on performance, with top earners exceeding $1M in W2 income.
  • Team-oriented environment supported by a dedicated Account Manager (AM) to assist with operational details.

Responsibilities of Wealth Management Consultant:

  • Engage with HQPs to understand their financial objectives and retirement aspirations, converting them into High-Quality Clients (HQC).
  • Conduct educational seminars for potential clients (organized through the firm's marketing efforts) to introduce our services and invite them for personalized advisory meetings.
  • Utilize public speaking skills to effectively educate clients on the most suitable service options.
  • Provide personalized financial solutions to HQCs while maintaining strong client relationships.
  • Devote over 80% of working hours to sales activities, including prospecting, client meetings, and relationship building.
  • Limit administrative tasks to less than 20% of working time, focusing on client engagement.
  • Lead a team that includes an Account Manager (AM) to manage paperwork and assist with plan preparation. As the consultant's client base grows, collaborate with a Junior Planner (JP) to manage reviews and smaller clients, allowing the consultant to concentrate on larger opportunities.
  • Address client concerns and provide guidance to the team to ensure exceptional service delivery.
  • Teach courses designed to attract and engage HQPs.

Our foundational philosophy in retirement planning is that "Losses Hurt You More than Gains Help YouTM". As we approach our 30th year in business at Financial & Tax Architects, LLC, we are more than just a company; we are a cohesive team with a transformative mission. We have assisted thousands of clients in achieving the retirement they deserve nationwide. Guided by the vision of Your Retirement ProfessorTM Scott Brooks, our aim is to empower clients with lifelong financial security. Through our immersive educational approach, fiduciary commitment, and innovative investment strategies, you will be part of a team that is shaping the future of retirement solutions. Our goal-oriented financial planning process is designed to help clients secure the income necessary to realize their retirement vision.

Join us in making a meaningful impact, fostering personal and professional growth, and aligning with a team built on the Core Values of Compassion, Dependability, Pride, Growth, and Candor.

Ideal Candidates:

  • Individuals with experience in roles such as Wealth Advisor, Financial Planner, Life Insurance Sales, Life Insurance Planner, Fiduciary, IAR Representative, Annuity Salesperson, and similar positions.

Compensation Overview: W2 Earnings: Year 1: $135,000, Year 2: $200,000+, with Senior Advisors earning between $400k and over $1M based on performance.

  • Wealth Management Trust Consultant

    2 weeks ago

    Nashville, Tennessee, United States Regions Bank Full time

    Thank you for considering a career with Regions Bank.At Regions, we recognize that our associates deserve more than just a job; they deserve a career filled with opportunities for growth and success.If you are results-oriented, committed to excellence, and possess a strong drive to achieve, we invite you to explore a career with us.Regions is committed to...

  • Private Wealth Management Associate Wealth Advisor

    1 month ago

    Nashville, Tennessee, United States Regions Bank Full time

    Thank you for your interest in a career at Regions. At Regions, we believe associates deserve more than just a job. We believe in offering performance-driven individuals a place where they can build a career --- a place to expect more opportunities. If you are focused on results, dedicated to quality, strength and integrity, and possess the drive to succeed,...

  • Private Wealth Management Associate Wealth Advisor

    3 weeks ago

    Nashville, Tennessee, United States Regions Full time

    Thank you for your interest in a career at Regions. At Regions, we believe associates deserve more than just a job. We believe in offering performance-driven individuals a place where they can build a career --- a place to expect more opportunities. If you are focused on results, dedicated to quality, strength and integrity, and possess the drive to succeed,...

  • Senior Vice President of Strategic Partnerships

    2 weeks ago

    Nashville, Tennessee, United States Wealth Access Full time

    About Wealth AccessWealth Access is a rapidly expanding enterprise platform focused on customer data insights. Our mission is to transform how financial institutions engage with their clientele by providing data-driven insights that enhance personalized digital banking and wealth management experiences.Position OverviewWe are seeking a dynamic and...

  • Wealth Advisor Technology Manager

    2 weeks ago

    Nashville, Tennessee, United States AllianceBernstein Full time

    Team Collaboration:The Advisor Technology division oversees a suite of tools aimed at enhancing advisor productivity, including platforms like Salesforce, iAdvisor, Calendly, and Slack. Utilizing Agile practices, the Advisor Enablement Product Manager directs a team that includes a Salesforce Product Owner and a Technology Adoption Specialist, working...

  • Wealth Advisor Technology Manager

    2 weeks ago

    Nashville, Tennessee, United States AllianceBernstein Full time

    Collaborative Team Environment:The Advisor Technology division oversees a suite of applications aimed at enhancing advisor productivity, including tools like Salesforce, iAdvisor, Calendly, and Slack. Utilizing Agile practices, the Advisor Enablement Product Manager guides a team that includes a Salesforce Product Owner and a Technology Adoption Specialist,...

  • Wealth Management Development Program Associate

    2 days ago

    Nashville, Tennessee, United States Regions Bank Full time

    Job SummaryWe are seeking a highly motivated and detail-oriented Wealth Management Development Program Associate to join our team at Regions Bank. As a key member of our Wealth Management team, you will be responsible for participating in a variety of activities designed to refine your technical skills and provide foundational knowledge of our businesses...

  • Client Engagement Specialist

    2 weeks ago

    Nashville, Tennessee, United States Wealth Access Full time

    Job OverviewPosition Title: Client Success RepresentativeReports to: Director of Product and DeliveryStatus: Full-time, Exempt Position Summary:The Client Success Representative plays a pivotal role in delivering exceptional service to ensure client satisfaction. This individual will work collaboratively with various teams within the organization to...

  • Wealth Management Specialist

    10 hours ago

    Nashville, Tennessee, United States Fifth Third Full time

    About the RoleFifth Third Bank is seeking a highly skilled Wealth Management Specialist to join our team. As a key member of our Private Bank, you will play a critical role in delivering exceptional client experiences and driving business growth.Key ResponsibilitiesSales and Business Development: Develop and execute a personal business plan to achieve...

  • Senior Tax Consultant

    2 weeks ago

    Nashville, Tennessee, United States FORVIS Full time

    Position Overview:As a Senior Tax Consultant at FORVIS, you will play a pivotal role in delivering comprehensive tax compliance, advisory, and strategic planning services tailored for individuals, multi-generational families, fiduciaries, and other high-net-worth entities. Our team comprises seasoned professionals, including CPAs and JDs, who collaborate...

  • Wellness Spa Consultant

    2 weeks ago

    Nashville, Tennessee, United States Marriott International, Inc Full time

    Position OverviewAs a crucial member of our Spa team, the Wellness Spa Consultant plays a significant role in facilitating various essential Spa operations. In our establishments, these professionals strive to create an unforgettable and distinctive experience for our guests, with Spa services as a key component. The Wellness Spa Consultant proactively...

  • Tax Consultant

    3 days ago

    Nashville, Tennessee, United States Platform Accounting Full time

    About UsPlatform Accounting Group is a rapidly growing professional services firm providing tax, accounting, assurance, IT consulting, and wealth management services to small and medium-sized businesses and their owners.Our MissionWe strive to provide the highest level of service and oversight to our clients, building long-lasting relationships through our...

  • Lead IT Solutions Consultant

    2 weeks ago

    Nashville, Tennessee, United States Barge Design Solutions, Inc. Full time

    Lead IT Solutions ConsultantCareer Area: Client Services What We're Looking For: We are in search of a skilled and proactive Lead IT Solutions Consultant with a wealth of experience exceeding 10 years to become a vital part of our team. The perfect candidate will possess a solid history of guiding clients through intricate infrastructure and data projects,...

  • Tax Services Manager

    1 week ago

    Nashville, Tennessee, United States Lindquist LLP Full time

    About Lindquist LLP:A Forward-Thinking Advisory and Accounting FirmLindquist LLP is a dynamic and innovative firm that empowers clients with cutting-edge tools and solutions to address their accounting, tax, and overall business management needs. With a focus on talent, teamwork, and client service excellence, Lindquist LLP is a place where professionals...

  • Mortgage Lending Specialist

    2 weeks ago

    Nashville, Tennessee, United States Lee Wealth Group Mortgage Full time

    Are you an accomplished professional with a strong history of developing financing solutions for clients? Do you have a passion for helping individuals secure their ideal properties? If this resonates with you, we invite you to explore a career opportunity with us at Lee Wealth Group Mortgage. Our dedicated team of lending experts is in search of a...

  • Associate Solution Consultant

    1 week ago

    Nashville, Tennessee, United States i3 Verticals Management Services, Inc. Full time

    Job SummaryWe are seeking a highly skilled Associate Solution Consultant - QA Focused to join our team at i3 Verticals Management Services, Inc. This role involves participating in requirements gathering and process mapping sessions to understand and test complex system functionalities through unit, feature, and end-to-end testing.Key Responsibilities:Attend...

  • Leasing Consultant

    3 days ago

    Nashville, Tennessee, United States S&S Property Management Inc Full time

    Job DescriptionS&S Property Management Company is seeking a highly motivated and experienced Leasing Consultant to join our team at one of our properties in Rome, GA. As a key member of our sales team, you will be responsible for greeting prospects, presenting the features and benefits of our community, and securing lease agreements from qualified...

  • Solution Consultant

    5 days ago

    Nashville, Tennessee, United States i3 Verticals Management Services, Inc. Full time

    Job SummaryWe are seeking a highly skilled Associate Solution Consultant - QA Focused to join our team at i3 Verticals Management Services, Inc. This role involves participating in requirements gathering and process mapping sessions to understand and test complex system functionalities through unit, feature, and end-to-end testing.Key...

  • Institutional Client Relationship Manager

    2 weeks ago

    Nashville, Tennessee, United States AllianceBernstein Holding L.P. Full time

    Position Overview:The Institutional Client Relationship Manager (ICRM) is an integral member of the Institutional Client Service team at AllianceBernstein. This role is essential in facilitating the daily sales and research initiatives across Consultant Relations. The ICRM will collaborate closely with Consultant Relations Directors to effectively present...

  • Institutional Client Services Manager

    2 weeks ago

    Nashville, Tennessee, United States AllianceBernstein Full time

    Position Overview:The Client Relationship Manager (CRM) is an integral member of the Institutional Client Service team at AllianceBernstein. This role is essential in facilitating daily sales and research initiatives within Consultant Relations.The CRM will collaborate closely with Consultant Relations Directors to effectively present AllianceBernstein's...