Wealth Management Consultant

2 weeks ago


Corona, California, United States Lifetime Recruiting Strategies Full time
WEALTH MANAGEMENT CONSULTANT / PERSONAL FINANCE STRATEGIST


This prestigious executive role is with a well-respected financial services firm that seeks to engage driven, accomplished, and entrepreneurial individuals to represent their organization.

In exchange, this firm provides an attractive compensation structure along with a comprehensive benefits package that ranks among the best in the sector.

About Our Client
Our client is a celebrated firm, recognized for its solid reputation and achievements in the financial industry.

You will have the opportunity to deliver a complete suite of financial services, including financial planning, brokerage solutions, 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 foremost 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.


Essential Qualifications:
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 establish trust and rapport with clients as they rely on you for their financial aspirations.

Compensation Details

If selected for this position, you can be assured that your financial needs will be met as you transition into the role while developing your business.

The firm will offer a competitive base salary along with potential commissions and bonuses.

Benefits Overview

Upon joining, you will become eligible for a wide array of benefits. The offerings include a 401(k) plan, medical, dental, and vision insurance, as well as stock options.

Profile of Ideal Candidates
  • Professionals with or without a current Series LH, 6, or 7 license.
  • Individuals from diverse professional backgrounds such as Sales Executives, Attorneys, Academics, 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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