Private Wealth Consultant
Job Description:
• Identify opportunities to develop and execute consultative sales strategies that will maximize market penetration and increase buyer loyalty across stated segmentation.
• Maintain advisors in their assigned territory focusing on the service and growth of these long-term relationships.
• Utilize technology and data effectively while adhering to TIM best practices.
• Apply proficient and thorough use of CRM systems to manage territory activity, track advisor interactions, and support effective sales execution; leverage Salesforce when applicable.
• Partner respectfully and collaboratively with internal teams, including marketing and other cross-functional partners, to ensure alignment with business strategy, capitalize on opportunities, and address specific challenges.
• Promote strong collaboration across the organization, maximizing synergies within other channels of distribution.
• Work closely with the corresponding Advisor Solutions Investment Consultant to ensure proper coverage and success of all remaining Advisor Solutions advisors in the territory.
• Perform other job duties assigned as necessary.
Requirements:
• Bachelor’s degree required (MBA, professional designations a plus).
• 5+ years of experience covering large financial advisors and professional buyers with proven track record.
• Analytical or research experience within Asset Management, Investment Consulting or Wealth Management is preferred.
• Strong knowledge of asset allocation theory, portfolio construction, investment manager due diligence and modern portfolio theory.
• FINRA Series 7 & 66 required, or equivalent of.
• Demonstrated success in building and maintaining long-term relationships.
• Willingness and ability to travel within the assigned territory required.
• High degree of initiative results oriented and entrepreneurial thinking.
• Highly engaged, enthusiastic, and a collaborative team player.
Benefits:
• Medical, dental, and vision coverage.
• Employer 401(k) safe harbor and profit-sharing contributions.
• Work/life programs such as flexible work arrangements, flexible paid time off, paid parental leave, employee assistance plan, commuter benefits, student loan repayment program, education reimbursement program.
• Community involvement opportunities.
• Onsite cafeteria.
• Onsite fitness center.
• Referral program.
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• Identify opportunities to develop and execute consultative sales strategies that will maximize market penetration and increase buyer loyalty across stated segmentation.
• Maintain advisors in their assigned territory focusing on the service and growth of these long-term relationships.
• Utilize technology and data effectively while adhering to TIM best practices.
• Apply proficient and thorough use of CRM systems to manage territory activity, track advisor interactions, and support effective sales execution; leverage Salesforce when applicable.
• Partner respectfully and collaboratively with internal teams, including marketing and other cross-functional partners, to ensure alignment with business strategy, capitalize on opportunities, and address specific challenges.
• Promote strong collaboration across the organization, maximizing synergies within other channels of distribution.
• Work closely with the corresponding Advisor Solutions Investment Consultant to ensure proper coverage and success of all remaining Advisor Solutions advisors in the territory.
• Perform other job duties assigned as necessary.
Requirements:
• Bachelor’s degree required (MBA, professional designations a plus).
• 5+ years of experience covering large financial advisors and professional buyers with proven track record.
• Analytical or research experience within Asset Management, Investment Consulting or Wealth Management is preferred.
• Strong knowledge of asset allocation theory, portfolio construction, investment manager due diligence and modern portfolio theory.
• FINRA Series 7 & 66 required, or equivalent of.
• Demonstrated success in building and maintaining long-term relationships.
• Willingness and ability to travel within the assigned territory required.
• High degree of initiative results oriented and entrepreneurial thinking.
• Highly engaged, enthusiastic, and a collaborative team player.
Benefits:
• Medical, dental, and vision coverage.
• Employer 401(k) safe harbor and profit-sharing contributions.
• Work/life programs such as flexible work arrangements, flexible paid time off, paid parental leave, employee assistance plan, commuter benefits, student loan repayment program, education reimbursement program.
• Community involvement opportunities.
• Onsite cafeteria.
• Onsite fitness center.
• Referral program.
Apply tot his job
Apply To this Job