Wealth Management Sales Consultant
Company: VirtualVocations
Location: Vista
Posted on: May 22, 2025
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Job Description:
A company is looking for a Wealth Management Sales Consultant to
expand their client base and provide personalized financial
advice.
Key Responsibilities
Execute the written sales plan for assigned agencies and report
progress to the Associate Regional Director
Conduct coaching programs, support advisor focus groups, and
deliver virtual training sessions for advisors
Understand and implement the full Wealth Management and Insurance
product suite to assist clients and advisors
Required Qualifications
Bachelor's degree or 10 years of experience in financial
services
3+ years of experience in the financial services industry
2+ years of experience in financial advising, internal wholesaling,
or financial planning
1+ years of experience with fee-based management
Must be located in the Mid-West in specified states
Keywords: VirtualVocations, Laguna Niguel , Wealth Management Sales Consultant, Executive , Vista, California
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