Senior Wealth Consultant - Lead Desk

• →

  Bachelor’s degree in business or a related field from an accredited college or university

• →

  7+ years of experience in financial services sales or a related client-facing role

• →

  Series 65 or CFP required

• Proven success selling to new and existing clients in a consultative sales environment

• Strong experience managing the full sales cycle, including outreach, qualification, discovery, and handoff

• Excellent communication and listening skills with the ability to engage prospects at various levels

• Strong persuasion, negotiation, and problem-solving skills

• Ability to clearly document opportunities and maintain a healthy, accurate sales pipeline in Salesforce or similar CRM tools

• High level of organization and follow-through

• Ability to build rapport quickly and establish trust with prospective clients

• Comfortable working in a collaborative, team-based sales environment

Note: All Senior Wealth Consultants must have a clean U4 with no disclosures.

We welcome your interest in being a part of our firm. We believe in giving associates progressive opportunities, actively nurturing professional growth and giving back to the community. We are dedicated to building a diverse culture where everyone has the support they need to achieve their career goals. We offer an innovative workplace and a culture that fosters camaraderie, teamwork and work-life balance.

By submitting your application, you agree to the collection and use of your personal information as described in our Employee and Applicant Privacy Notice.

EOE M/F/D/V