Wealth Management Consultant
Core
Individual producer performing financial planning and sales activities to achieve targets and manage client portfolios.
Role type
Wealth Management Consultant (Individual Producer)
Builds
Insurance policies, financial plans, and wealth accumulation strategies
Domain
Financial Services / Insurance
Required skills
Financial planning, sales execution, client portfolio management, regulatory compliance (CMFAS), estate planning knowledge, lead generation
Preferred skills
HNW case management, trust services, legacy planning
Technologies
CRM systems, financial planning software
Responsibilities
Perform financial planning exercises with clients, manage inquiries and referrals from partners, ensure seamless customer experience from application to policy inception, attend to servicing queries and complaints, provide financial advice on wealth accumulation and legacy planning, drive company initiatives like lead generation campaigns
Seniority
Mid-level, individual contributor