Portfolio Overlay Consultant

Prudential

Base: market competitive; bonus/equity: yearly bon...
Hybrid
Wealth management expertise
Consultative sales process
Proficiency in analytics and crm tools
The Portfolio Overlay Consultant will drive sales across the retail wealth management space

Job Summary

  • The Portfolio Overlay Consultant will drive sales across the retail wealth management space.
  • You will provide guidance and sales support for wealth management advisors.
  • Prudential offers a competitive salary and comprehensive benefits package.

Matching Summary

The Portfolio Overlay Consultant will drive sales across the retail wealth management space.

Salary

Base: Market competitive; Bonus/Equity: Yearly bonus potential; Benefits: Medical, dental, vision, 401(k) plan

Skills & Requirements

Must-have

  • Wealth management expertise
  • Consultative sales process
  • Proficiency in analytics and CRM tools

Nice-to-have

  • Adaptability to different firm types
  • Expertise in wealthtech solutions
  • Strong internal relationship building

Key Requirements

  • CFP or RICP preferred
  • 10+ years of wealth management experience
  • FINRA Series 6, 63 (or 7, 66) and State Insurance license required

Work Rights

Not specified

Tailored Resume

Cover Letter