Financial consultant opportunity
we are seeking a skilled and driven financial consultant to join our team in pennsylvania. In this role, you will work closely with up to three wealth management consultants in a specific geographic area.
your primary objective will be to drive sales within your territory by educating, training, and motivating financial advisors from various channels. This includes delivering individual, small group, and large group presentations to investors.
a successful candidate must possess strong business acumen, be self-motivated, and structured. Approximately 75% of your time will be spent engaging financial advisors in person, while the remaining 25% will be dedicated to virtual interactions.
the ideal candidate will have a degree in finance, economics, statistics, or a relevant field of study, along with 3+ years of experience as an internal wholesaler. They should also have significant time spent working with advisors and clients (virtual or telephone) and demonstrate expertise in sales, particularly with mutual funds, etfs, and retirement plan products.
skills in excel, powerpoint, bloomberg, and backset are essential for success in this role. Additionally, the ability to deliver persuasive, concise, and well-organized presentations and messages is crucial. We value individuals who can effectively communicate complex information in a clear and concise manner.
* bachelor's degree in finance, economics, statistics, or a relevant field of study
* at least 3 years of experience as an internal wholesaler
* strong sales experience with mutual funds, etfs, and retirement plan products
* proficient in excel, powerpoint, bloomberg, and backset
* excellent communication and presentation skills