Wealth Management Consultant - Series 7
Company: VirtualVocations
Location: Vista
Posted on: May 7, 2025
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Job Description:
A company is looking for a Regional Business Development
Consultant in the Northeast.
Key Responsibilities
Execute the written sales plan for assigned agencies and report to
the Associate Regional Director
Conduct coaching programs, support advisor focus groups, and
provide virtual training sessions for advisors
Understand and implement the full Wealth Management and Insurance
product suite to help clients achieve their goals
Required Qualifications
Bachelor's degree
3+ years' experience in the financial services industry
2+ years' experience in financial advising, internal wholesaling,
or financial planning
1+ years' experience with fee-based management
Must reside in the Northeast region (ME, VT, NH, MA, CT, RI, NY,
NJ, PA, MD, DC, VA)
Keywords: VirtualVocations, Buena Park , Wealth Management Consultant - Series 7, Executive , Vista, California
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