Illinois Licensed Wealth 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 to
the Associate Regional Director
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 or 10 years of experience in the financial
services industry
3+ years of experience in the financial services industry
2+ years of experience in financial advising or related fields
1+ years of experience with fee-based management
Ability to pass a non-registered fingerprint background check to
qualify under FINRA
Keywords: VirtualVocations, Lakewood , Illinois Licensed Wealth Consultant, Professions , Vista, California
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