Private Wealth Consultant

Job Description: • Identify opportunities to develop and execute consultative sales strategies that will maximize market penetration and increase buyer loyalty across stated segmentation. • Maintain advisors in their assigned territory focusing on the service and growth of these long-term relationships. • Utilize technology and data effectively while adhering to TIM best practices. • Apply proficient and thorough use of CRM systems to manage territory activity, track advisor interactions, and support effective sales execution; leverage Salesforce when applicable. • Partner respectfully and collaboratively with internal teams, including marketing and other cross-functional partners, to ensure alignment with business strategy, capitalize on opportunities, and address specific challenges. • Promote strong collaboration across the organization, maximizing synergies within other channels of distribution. • Work closely with the corresponding Advisor Solutions Investment Consultant to ensure proper coverage and success of all remaining Advisor Solutions advisors in the territory. • Perform other job duties assigned as necessary. Requirements: • Bachelor’s degree required (MBA, professional designations a plus). • 5+ years of experience covering large financial advisors and professional buyers with proven track record. • Analytical or research experience within Asset Management, Investment Consulting or Wealth Management is preferred. • Strong knowledge of asset allocation theory, portfolio construction, investment manager due diligence and modern portfolio theory. • FINRA Series 7 & 66 required, or equivalent of. • Demonstrated success in building and maintaining long-term relationships. • Willingness and ability to travel within the assigned territory required. • High degree of initiative results oriented and entrepreneurial thinking. • Highly engaged, enthusiastic, and a collaborative team player. Benefits: • Medical, dental, and vision coverage. • Employer 401(k) safe harbor and profit-sharing contributions. • Work/life programs such as flexible work arrangements, flexible paid time off, paid parental leave, employee assistance plan, commuter benefits, student loan repayment program, education reimbursement program. • Community involvement opportunities. • Onsite cafeteria. • Onsite fitness center. • Referral program.