Texas Licensed Wealth Advisor Consultant

A company is looking for a Wealth Distribution Advisor Consultant to manage client assets and drive sales within a designated territory.

Key Responsibilities

Develop consultative relationships with financial advisors and sales managers to drive revenue

Promote products to clients and prospects through various communication channels

Monitor customer management systems and collaborate with internal teams to manage territory activities

Required Qualifications

3+ years of wholesaling distribution experience

Preferred 5+ years of wholesaling distribution experience

FINRA Series 7 and 63 (or combination of 63 & 65) required within 90 days of hire

Bachelor's degree preferred

Significant knowledge of financial markets and investment disciplines