Expand client base by providing personalized financial advice
Partner with an Associate Regional Director to drive sales and business results
Report to your Associate Regional Director to ensure appropriate skills for executing the role and driving assigned sales and business results
Conduct regular coaching programs, support advisor focus groups and boot camps as needed, and conduct virtual training sessions for novice and high potential advisors
Understand the full Wealth Management and Insurance product suite and drive implementation of those products to help clients achieve their goals

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
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

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