Divisional Wealth Management Consultant - Philadelphia & D.C.
Core
Drive sales and increase territory performance by educating, training, and motivating financial advisors across Philadelphia & D.C.
Role type
Divisional Wealth Management Consultant (Internal Wholesaler)
Builds
Sales growth 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, data analysis (Excel, PowerPoint, Bloomberg, FactSet), persuasive presentation, synthesizing information
Preferred skills
managing own sales territory with individual accountability
Technologies
Excel, PowerPoint, Bloomberg, FactSet
Responsibilities
Educate and train financial advisors, motivate advisors to increase sales, deliver individual and group presentations, engage advisors in-person and virtually
Seniority
Mid-level, individual contributor