Your performance will be reviewed annually, and your compensation will be designed to motivate and reward the value that you provide
Job Summary
Your performance will be reviewed annually, and your compensation will be designed to motivate and reward the value that you provide.
As a Divisional Wealth Management Consultant, you will be responsible for driving sales as part of a Territory Team working with up to 3 Wealth Management Consultants within a specific geographic area.
Enjoy generous time-away and health benefits from day one, with the opportunity for flexible work options.
Matching Summary
Your performance will be reviewed annually, and your compensation will be designed to motivate and reward the value that you provide.
Salary
Base: $75,000; Bonus/Equity: applicable sales commissions and bonuses; Benefits: standard benefits package including paid time off, medical, dental and retirement
Skills & Requirements
Must-have
Drive sales within a territory
Educate and motivate financial advisors
Deliver investor-based presentations
Engage financial advisors in person and virtually
Nice-to-have
Business-owner mindset
Collaborate with Senior Sales Force members
Foster a strong sense of belonging
Key Requirements
3+ years of experience as an internal wholesaler
Experience managing own sales territory
Proven track record selling mutual funds, ETFs, and Retirement Plan products