Wealth Management Consultant

2 weeks ago


Annapolis, Maryland, United States The Ladders Full time
Wealth Management Consultant

Are you dedicated to enhancing the financial well-being of others? We are seeking compassionate, skilled, and knowledgeable Wealth Management Consultants to serve clients in the Mid-Atlantic region. This role focuses on collaborating with affluent clients to deliver impactful investment strategies and facilitate a transition into the Insurance sector.

Key Responsibilities:
  • Attract and maintain affluent clients through customized investment approaches and asset acquisition.
  • Foster loyalty, referrals, and opportunities for external client acquisition.
  • Evaluate and devise investment strategies tailored to client objectives.
  • Establish enduring relationships with clients to adapt to their evolving financial situations.
  • Effectively communicate with clients and work collaboratively with team members.
  • Ensure adherence to regulatory standards.
  • Enhance the visibility of the Financial Growth Partners' brand in the marketplace.
Required Qualifications:
  • Must be a US citizen or permanent resident.
  • A four-year college degree is preferred.
  • Possession of Series 7, 66 (or 63 and 65) and state insurance licenses.
  • Exceptional interpersonal skills and ability to build relationships.
  • No more than two broker-dealers in the past decade.
What We Provide:
  • Advanced tools and technology for effective client management.
  • Opportunities for professional development and training.
  • Resources to support marketing and business growth.
  • Mentorship and collaborative work opportunities.
  • Outstanding service and support.
  • Comprehensive benefits package.
  • Leadership and career advancement opportunities.
  • Compensation structure based on draws.


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