Financial Consultant - Wealth Services
Core
Build and deepen client relationships to identify opportunities for asset consolidation, financial planning, and investment solutions.
Role type
Senior IC financial consultant (wealth management)
Builds
Client relationships and asset consolidation opportunities
Domain
Wealth management / Financial services
Deliverable
client delivery
Required skills
consultative sales, relationship management, financial planning, asset consolidation, sales pipeline management, client education
Preferred skills
experience with affluent or high-net-worth clients, 3+ years in sales or relationship management
Technologies
Salesforce
Responsibilities
Identify and create opportunities to deepen client relationships; uncover outside assets and consolidation opportunities; support financial planning and advisory conversion; manage sales pipeline and client engagement; provide education and guidance on investment and retirement needs.
Seniority
Mid-level, hands-on IC