Divisional Wealth Management Consultant - New Jersey & Delaware
Core
Drive sales and increase territory performance by educating, training, and motivating financial advisors across New Jersey and Delaware.
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
selling mutual funds and ETFs, managing sales territories, leveraging Excel and Bloomberg for custom analysis, delivering persuasive presentations, synthesizing complex financial information
Preferred skills
experience with Series 7, 66, 63, or 65 licenses, background in internal wholesaling
Technologies
Excel, PowerPoint, Bloomberg, FactSet
Responsibilities
Educate and train financial advisors on product offerings, motivate advisors to achieve sales targets, deliver individual and group presentations to investors and advisors, analyze market data to identify sales opportunities
Seniority
Mid-level, individual contributor