Growth Consultant - Practice

November 25

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Wealth Enhancement Group

WebsiteLinkedInAll Job Openings

Financial Planning • Investment Management • Tax Strategies • Risk Management • Insurance

501 - 1000

💰 $736.3k Funding Round on 2022-02

Description

• Coaching and consulting with financial advisors for organic growth • Aligning team-level and firm-wide net flow goals • Developing and executing team-specific plans • Utilizing data and live observation for coaching • Educating advisors about solutions to drive growth • Staying updated on industry trends and market analysis

Requirements

• Bachelor's Degree in business; finance, economics or related • Minimum 10 years in Financial Services • Minimum 5 years in a Sales Leadership or Sales Consulting Role • Proven ability to leverage data analytics and insights to enhance process & drive results • Previous experience as a financial advisor strongly preferred • Strong leadership & team building skills with the ability to inspire and motivate a diverse group • Superior verbal and written communication skills. • Proficient with Microsoft Office Suite or related software. • Familiarity with Salesforce and Support Org functionality • FINRA Series 7 & 66 & 24 preferred • CFP® or other planning designation preferred

Benefits

• Training and professional development • Medical, dental and vision coverage • 401k – with match and profit sharing • Health care spending and savings accounts • Dependent care and transit spending accounts • Wellness programs and resources • Life and AD&D insurance – employer paid and voluntary options • Short-term and long-term disability – employer paid • Employee assistance plan • Accident and critical illness • Pet insurance • Identity theft • Paid Time Off • 12 paid holidays each year • Paid parental leave and paid caregiver leave • Tuition reimbursement