Growth Consultant
2 weeks ago
HilltopSecurities is currently looking to hire two Growth Consultants. The Wealth Management Advisory Services and Products team provides holistic product solution from financial planning, income solutions, fee-based solutions and services to registered advisors in Hilltop Securities’ Private Client Group (PCG), Hilltop Independent Network (HTIN) and correspondent firms (Correspondents) who provide advisory services to high net worth and institutional clients. Wealth Management Product solutions partner will be responsible for helping advisors increase utilization of wealth management product solutions and service within advisors new and existing business.
Responsibilities:
- Proactively work with financial advisors across all channels to support their efforts incorporating the use of financial planning, income solutions, and fee-based advisory services into their practices.
- Act as a consultant to advisors comparing options between different product and service solutions to meet specific client needs.
- Counsel advisors to engage cross-selling opportunities, when appropriate, to achieve investor goals
- Assist with all aspects of solution design, including financial planning, product selection, proposal generation, and support closing the opportunity.
- Participate in conference calls or appointments with the advisor and client.
- Cultivate advisor relationships to grow retail efforts across varying products on the Wealth Management platform.
- Interacts with other team members and Hilltop divisions to coordinate the delivery of service to clients
- Markets holistic product and advisory services to Financial Advisors.
- Assist with delivering advisor training on the suite of products, platform and services. This may include development of the training.
- Support recruiting efforts by prospective advisors or correspondents to educate them on our on our holistic product solutions.
- Maintain current knowledge of investment managers, product enhancements and industry trends.
- Assist with special projects and tasks as assigned.
Qualifications:
- Bachelor’s degree
- 5 years or more of financial services experience
- Series 7 and Series 65 or 66 required.
- CFP Designation is highly desired
- Insurance License or willingness to obtain
- Strong client service skills and interpersonal skills (communicative and outgoing), including the abilities to elicit information, actively listen, and clearly communicate.
- Must be able to provide complete and concise explanations of products to advisors and clients.
- Detail oriented with excellent organization skills, follow through skills and ability to multi-task.
- Excellent analytical, communication skills both verbal and written.
- Ability to work under pressure in a fast-paced and deadline-oriented environment.
- Strong computer skills required with experience in Microsoft Office.
- Previous experience making sales presentations to small groups.
- Travel will be required for training and client appointments
- Prior experience with the Envestnet platform, MoneyGuidePro, and Redtail a plus
The above statements are intended to describe the general nature and level of work being performed by individuals in, or assigned to, the above position and are not intended to be construed as an exhaustive list of all responsibilities, duties and skills required, and may be changed at the discretion of the Company.
About the Company:
At HilltopSecurities, we believe in building collaborative relationships that enrich the financial future of individuals, businesses and communities. With an extensive portfolio of products, we deliver a broad range of investment banking and related financial services that help our clients achieve their definition of success.
As a subsidiary of Hilltop Holdings, which also encompasses PlainsCapital Bank and PrimeLending, we have the financial strength and stability that has withstood the test of time. Our nationwide presence in 400 locations across 44 states provides our associates with extensive opportunities to grow their careers in a diverse organization that truly values relationship capital above all else.
-
Growth Consultant
2 months ago
Dallas, United States Hilltop Securities Inc. Full timeHilltopSecurities is currently looking to hire two Growth Consultants. The Wealth Management Advisory Services and Products team provides holistic product solution from financial planning, income solutions, fee-based solutions and services to registered advisors in Hilltop Securities’ Private Client Group (PCG), Hilltop Independent Network (HTIN) and...
-
Affiliate Growth Consultant
2 weeks ago
Dallas, United States Avantax Planning Partners Full timePosition SummaryAvantax is seeking an Affiliate Growth Consultant who will play a key role in delivering wealth management services to firms and driving results for CPA firms and Avantax. The role of the AGC is to work directly with affiliate CPA firms to grow their wealth management business. The AGC guides the firm to implement best practices for...
-
Affiliate Growth Consultant
4 weeks ago
Dallas, United States Avantax Planning Partners Full timePosition SummaryAvantax is seeking an Affiliate Growth Consultant who will play a key role in delivering wealth management services to firms and driving results for CPA firms and Avantax. The role of the AGC is to work directly with affiliate CPA firms to grow their wealth management business. The AGC guides the firm to implement best practices for...
-
Affiliate Growth Consultant
6 days ago
Dallas, United States Avantax Planning Partners Full timePosition SummaryAvantax is seeking an Affiliate Growth Consultant who will play a key role in delivering wealth management services to firms and driving results for CPA firms and Avantax. The role of the AGC is to work directly with affiliate CPA firms to grow their wealth management business. The AGC guides the firm to implement best practices for...
-
Client Partner, Growth
1 week ago
Dallas, United States LTK USA Full timePosition Title : Client Partner, GrowthLocation : US RemoteAbout the roleThe Client Partner role is responsible for selling, managing, and growing revenue with new prospects and existing brands. The Growth Programs team is a newly formed team, responsible for acquiring new brand partners and accelerating and opening new revenue streams across our newer or...
-
Client Partner, Growth
1 week ago
Dallas, United States LTK USA Full timePosition Title : Client Partner, Growth Location : US Remote About the role The Client Partner role is responsible for selling, managing, and growing revenue with new prospects and existing brands. The Growth Programs team is a newly formed team, responsible for acquiring new brand partners and accelerating and opening new revenue streams across our newer or...
-
Account Executive, Growth
4 days ago
Dallas, United States Glia Full timeAbout GliaOur award-winning technology powers conversations with customers for some of the world’s largest enterprises. We believe that combining the human touch with technology is the best way to create amazing customer experiences. When human abilities such as problem-solving, creative thinking and relationship building are enhanced with technology......
-
Client Partner, Growth
3 days ago
Dallas, United States LTK USA Full timeJob DescriptionJob DescriptionLTK's mission is to empower the world's premium lifestyle Creators to achieve maximum economic success. We have a huge opportunity ahead of us and we're looking for team members who want to create, innovate and disrupt an industry. We empower our team members to drive innovation, create value, and continue to...
-
Customer Success Manager
1 month ago
Dallas, United States LTK (formerly rewardStyle & LIKEtoKNOW.it) Full timeLTK (formerly rewardStyle & LIKEtoKNOW.it) Customer Success Manager - Unlimited Growth Potential Bachelor's Degree in business, marketing, or communications 2+ years experience in sales and/or account management Strong analytical and project management skills Excellent communication and presentation skills Dedication to operational excellence Adaptability in...
-
Sales Consultant
5 days ago
Dallas, United States FerryIntl Full timeSales Consultant - Real Estate SolutionsWhy Join Our Team? Join a dynamic, fast-paced culture in our rapidly growing Dallas, TX office where you can collaborate with industry-leading sales and marketing professionals. At FerryIntl we are the thought leaders in real estate coaching, training, development, marketing, and technology—all things RE. Significant...
-
Sales Consultant
4 days ago
Dallas, United States FerryIntl Full timeSales Consultant - Real Estate SolutionsWhy Join Our Team? Join a dynamic, fast-paced culture in our rapidly growing Dallas, TX office where you can collaborate with industry-leading sales and marketing professionals. At FerryIntl we are the thought leaders in real estate coaching, training, development, marketing, and technology—all things RE. Significant...
-
Sales Consultant
9 hours ago
Dallas, United States FerryIntl Full timeSales Consultant - Real Estate SolutionsWhy Join Our Team? Join a dynamic, fast-paced culture in our rapidly growing Dallas, TX office where you can collaborate with industry-leading sales and marketing professionals. At FerryIntl we are the thought leaders in real estate coaching, training, development, marketing, and technology—all things RE. Significant...
-
Associate Consultant
2 days ago
Dallas, United States Coalesce Management Consulting Full timeDo you want to fast track your career, your earnings and your progression? Are you passionate about making a meaningful difference to the world by contributing to renewable energy initiatives and life-improving technologies? This is exactly what Coalesce Management Consulting does every day! CMC’s entire business is designed around providing amazing,...
-
Sr Financial Analyst
4 days ago
Dallas, United States Methodist Health System Full timeHours of Work : 40 Days Of Week : Mon - Fri Work Shift : Job Description : 1. Financial Modeling and Analysis: Develop complex financial models to evaluate strategic opportunities, including mergers and acquisitions, investments, and market expansion initiatives. Analyze financial data to provide insights into potential growth opportunities and risks. 2....
-
Dallas, United States Enforce Consulting Full timeEnforce Consulting is a fast growing consultancy focused on bringing cloud computing applications to mid-market and enterprise companies. We have strategic partnerships with cloud application leaders in human capital management and accounting/finance (ERP) operations. Our rapid growth provides experienced consultants an opportunity to fully develop their...
-
Advisory Platform Consultant
3 weeks ago
Dallas, United States Cetera Full timeDevelop & build advisory business on Cetera's platforms through relationship building & advisory business consulting with a pipeline of advisors without advisory business experience through a goto-market strategy of attraction & engagement developed & implemented for the assigned Division.The successful Divisional Sales Development Consultant will drive the...
-
Associate Consultant
5 days ago
Dallas, United States Coalesce Management Consulting Full timeDo you want to fast track your career, your earnings and your progression?Are you passionate about making a meaningful difference to the world by contributing to renewable energy initiatives and life-improving technologies?This is exactly what Coalesce Management Consulting does every day!CMC’s entire business is designed around providing amazing, bespoke...
-
Associate Consultant
4 days ago
Dallas, United States Coalesce Management Consulting Full timeDo you want to fast track your career, your earnings and your progression?Are you passionate about making a meaningful difference to the world by contributing to renewable energy initiatives and life-improving technologies?This is exactly what Coalesce Management Consulting does every day!CMC’s entire business is designed around providing amazing, bespoke...
-
Associate Consultant
4 days ago
Dallas, United States Coalesce Management Consulting Full timeDo you want to fast track your career, your earnings and your progression? Are you passionate about making a meaningful difference to the world by contributing to renewable energy initiatives and life-improving technologies? This is exactly what Coalesce Management Consulting does every day! CMCs entire business is designed around providing amazing,...
-
Delivery Consultant
1 month ago
Dallas, United States AustinCSI Full time**Delivery Consultant** Dallas / AustinCSI / AustinCSI is an entrepreneurial firm invested in the outcomes of tomorrow. We attract talent that empowers the growth of leaders, invest in our teams success, and engage in philanthropic activities throughout the community. The opportunities that we offer provide an experience that is rooted in care for our...