Expand client base and provide personalized financial advice
Leverage diverse expertise from outside the immediate geographic area
Partner with an Associate Regional Director to drive sales and business results within your designated territory
Support field in achieving Wealth Management goals and driving sales and business results
Report to Associate Regional Director and conduct regular coaching programs, support advisor focus groups, and virtual training sessions
Understand the full Wealth Management and Insurance product suite and implement products to help clients and advisors achieve their goals
Report to the appropriate Senior Regional Consultant on sales progress to ensure Wealth Management Sales Results are met

Bachelor's degree
3+ years' experience in the financial services industry
2+ years' experience in financial advising, internal wholesaling, financial planning or retail financial services / operations
1+ years' experience with some type of fee-based management
Must reside in the one of the following states: NC, SC, GA, FL, AL, LA, MS
Required Travel: 0 – 5% within designated territory
Due to the nature of this position, as a part of our background check process, candidates must be able to pass a non-registered fingerprint background check to qualify as a fingerprinted person under FINRA
Series 7 at time of application
Series 63 + 65, or 66 at time of application or must obtain within 180 days
2+ years financial planning or financial advising experience
3+ years’ experience with data gathering, case analysis and strategy implementation, as well as how to implement ongoing planning through a service model
Industry designation (CFP, CLU, CHFC) or currently in progress
Strong presentation skills in both live and virtual formats
Ability to clearly communicate nuanced concepts and navigate sometimes complex interpersonal dynamics.
Comfortable in a fast-paced, high-demand, dynamic environment
Ability to work as both a collaborative team member
Strong written and verbal communication skills
Excellent listening and follow-up skills.

Regular meetings with Regional Director and Associate Regional Director to drive territory results
Access to mentorship opportunities
Networking opportunities including access to Asian, Hispanic/Latinx, African American, women, LGBTQ, veteran, and disability-focused Business Resource Groups
Access to learning content on Degreed and other informational platforms

Regional Business Development Consultant

Key skills