Series 7 Licensed Wealth Consultant
Company: VirtualVocations
Location: Lincolnwood
Posted on: April 1, 2025
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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
Click
here to apply!
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