Wealth Consultant
Location: Providence, RI
WEALTH CONSULTANT
$75,000-90,000 Annual Salary + Bonus + Comprehensive Benefits
REQUIRED: Series 7/66 (63/65)
This position is subject to registration requirements under the SAFE Act. As per the SAFE Act, all employees involved in residential loan mortgage originations must be registered with the federal registry system and maintain good standing. The role necessitates SAFE Act registration and completion of the required background check and registration process. Failure to obtain and/or maintain SAFE Act registration may lead to immediate termination.
WHAT WE OFFER
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Access to a strong referral network, expanding opportunities for acquiring affluent and high net worth clients, and connecting with specialized partners.
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Effective marketing strategies to reach broader audiences with increased appeal.
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Continuous professional development to enhance skills and optimize practice as the industry evolves.
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Potential opportunities for professional growth and advancement.
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Leadership prospects, including leading client and conference seminars.
REQUIRED SKILLS:
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Currently possesses Series 7 & 66 (63 & 65 as a substitute for 66) licenses.
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Has a minimum of two years' experience in the financial services industry and/or a sales environment, meeting or exceeding goals (including at least one year of experience in the investments industry, with comprehensive knowledge of investment products and services).
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Demonstrates self-motivation and effective time and capacity management skills.
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Sets and achieves goals, with the determination to succeed in any endeavor.
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Establishes and maintains strong relationships with clients.
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Collaborates effectively with others to accomplish tasks and goals.
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Demonstrates effective and confident communication skills, engaging proficiently with all clients.
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Thrives in a fast-paced environment, effectively managing goals, complexity, and prioritizing tasks.
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Enjoys learning, adapts readily to new information, and finds appropriate solutions for clients.
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Incorporates relevant regulatory due diligence into daily activities and long-term strategies for clients, ensuring thoroughness and thoughtfulness.
DESIRED SKILLS:
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Proven ability to collaborate and generate leads.
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Experience in balancing investment management, sales activities, and new client development.
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Proficient computer skills and the ability to multitask in a demanding environment.
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A bachelor’s degree, preferably in a business-related field.
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Additional professional designations such as Certified Financial Planner (CFP) and/or Chartered Retirement Planning Counselor (CRPC).
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Possession of insurance licenses.