State Licensed Income Sales Consultant

Job Summary

A company is looking for an Income Sales Consultant - Wealth Management.

Key Responsibilities

• Provide guidance and sales support for wealth management advisors on retirement income strategies
• Deliver industry-leading sales support and training for RIAs and Broker Dealer advisors
• Partner with internal teams to optimize the experience for RIAs and enhance operational efficiency

Required Qualifications

• CFP or RICP preferred
• FINRA Series 6, 63 (or 7, 66) and State Insurance license required
• 10+ years of wealth management expertise, preferably at an RIA or with RIAs
• Deep knowledge of industry technology platforms for financial planning and asset management
• Proficiency in using analytics, CRM, and BI tools for targeting sales opportunities