Divisional Wealth Management Consultant - Madison & NW Illinois
$75,000–$75,000 year
Hybrid · Madison, Wisconsin, United States or Illinois, United States
Job Summary
Divisional Wealth Management Consultant drives sales as part of a Territory Team working with up to 3 Wealth Management Consultants within Madison & NW Illinois. Educates, trains, and motivates financial advisors to increase sales, leveraging technology to create analyses (Excel, PowerPoint, Bloomberg, Backset, etc.), and delivering persuasive, concise presentations to advisors and investors; 75% in-person and 25% virtual interactions. Requires a degree in finance/economics/statistics, 3+ years in sales/wholesale, and licenses Series 7 and 66 or 7/63/65.
Required Qualifications
- Degree in finance, economics, statistics, or a relevant field of study
- 3+ years of experience as an internal wholesaler and experience engaging with financial advisors (virtual and/or in-person)
- Licenses: Series 7 and 66 or 7, 63, and 65
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