Job details
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Regional Vice President- Wealth Management Consultant
Allworth Financial is seeking a Regional Vice President - Wealth Management Consultant to nurture and expand referral partnerships, cultivate client relationships, and ensure new business success in the assigned sales region.
Skills
- Strong financial planning and investment management knowledge
- Superior relationship management, communication, and presentation skills
- Excellent time management and organizational skills
- Strong analytical and problem-solving skills
Responsibilities
- Build rapport and establish trust with external referral partners
- Coordinate sales cycle with internal and external parties
- Focus on client experience & new business success
Education
- Bachelor’s degree in finance, financial planning or related
- Series 65 or combination Series 7 and Series 66 licenses
Benefits
- Competitive base pay
- Extensive benefits package including medical, dental, vision insurance
- Flexible working arrangements
- Generous 401K contributions
- Equity Purchase Program
- Future growth opportunities
To read the complete job description, please click on the ‘Apply’ button
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FUNDING
DEPARTMENTS
SENIORITY LEVEL REQUIREMENT
TEAM SIZE
No info
LOCATION
SALARY RANGE
$120,000/yr - $150,000/yr
EMPLOYMENT TYPE
Full-time, on-site
DATE POSTED
July 15, 2024
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