Divisional Wealth Management Consultant - Philadelphia & D.C.
Core
Educating, training, and motivating financial advisors to drive sales within a specific geographic territory.
Role type
Divisional Wealth Management Consultant (Internal Wholesaler)
Builds
Sales performance for mutual funds, ETFs, and Retirement Plan products
Domain
Wealth Management / Financial Services
Deliverable
client delivery
Required skills
internal wholesaling, sales territory management, selling mutual funds/ETFs/Retirement plans, custom analysis with Excel/PowerPoint/Bloomberg/FactSet, persuasive presentation delivery, synthesizing complex information
Preferred skills
business-owner mindset, self-motivation, structured process orientation
Technologies
Excel, PowerPoint, Bloomberg, FactSet
Responsibilities
Engage financial advisors in person and virtually to identify sales opportunities, deliver individual and group presentations, train and motivate advisors on product offerings
Seniority
Mid-level, hands-on IC