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Series 7 Licensed Wealth Consultant

Company: VirtualVocations
Location: Lincolnwood
Posted on: April 1, 2025

Job Description:

A company is looking for a Wealth Management Sales Consultant.
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 lead virtual training sessions
Understand and implement the full Wealth Management and Insurance product suite to assist clients and advisors

Required Qualifications

Bachelor's degree
3+ years' experience in the financial services industry
2+ years' experience in financial advising or related fields
1+ years' experience with fee-based management
Ability to pass a non-registered fingerprint background check

Keywords: VirtualVocations, Chicago , Series 7 Licensed Wealth Consultant, Professions , Lincolnwood, Illinois

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