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Wealth Management Consultant

2 months ago

Hartford, Connecticut, United States Lifetime Recruiting Strategies Full time
Join Our Esteemed Team

At Lifetime Recruiting Strategies, we pride ourselves on being a premier name in the financial services sector, actively looking for seasoned sales experts to enhance our team.

Position Overview:

Embark on a rewarding career path in financial sales with us. If you are prepared to elevate your professional journey, we invite you to connect with us.

We are on the lookout for exceptional sales talent to join our ranks.

This role presents a significant challenge and requires a minimum of 5-6 years of demonstrated sales success, making it unsuitable for those at the entry level.

We provide a competitive base salary, thorough training, and appealing commission structures.

Role Responsibilities:


As a Financial Advisor, you will utilize your interpersonal skills and the extensive resources of our global organization to assist clients in reaching their financial goals.

You will undergo comprehensive training to establish and expand your own practice, delivering customized investment guidance and a broad array of financial services.

Key Duties:

  • Assess investment prospects and client requirements to suggest appropriate strategies
  • Cultivate and maintain client relationships through tailored financial planning
  • Market and sell investment products and wealth management solutions to clients
  • Develop and sustain a client portfolio, conducting presentations and seminars
  • Stay updated on industry developments and ensure adherence to regulations
  • Target niche markets, including women and minority groups
Essential Qualifications:

  • Proven success in a sales capacity for a minimum of 5-6 years
  • Capability to secure necessary licenses and registrations to operate as a Financial Advisor
  • Excellent communication and interpersonal abilities
  • A bachelor's degree is required; an MBA is preferred
  • An entrepreneurial mindset focused on long-term growth and relationship development
We encourage women and minorities to apply for this position