Series 7 Wealth Management Consultant
Company: VirtualVocations
Location: Vista
Posted on: May 20, 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 leadership
Conduct coaching programs and virtual training sessions for
advisors to enhance their wealth management skills
Understand and implement the full Wealth Management and Insurance
product suite to assist clients and advisors
Required Qualifications
Bachelor's degree
3+ years' experience in the financial services industry
2+ years' experience in financial advising or related fields
1+ years' experience with fee-based management
Must be located in the Mid-West in specified states
Keywords: VirtualVocations, Tustin , Series 7 Wealth Management Consultant, Professions , Vista, California
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