Wealth Management Consultant

TL;DR

Wealth Management Consultant: Provide strategic cross-enterprise leadership to drive investment deposits and net flows in managed accounts, brokerage, and mutual funds with an accent on sales strategies, advisor coaching, and asset gathering initiatives. Focus on designing training content, marketing campaigns, and best practices to enhance advisor performance, productivity, and client outcomes.

Location: Remote (US-based, FINRA licenses required). Ability to travel up to 20%.

Salary: $114,731 - $155,224 per year

Company

Financial services organization committed to helping people manage money wisely and live balanced, generous lives.

What you will do

• Design and execute sales and asset gathering strategies through advice-oriented client service and financial planning.
• Coach Revenue Growth Directors on wealth management strategies and collaborate on content development.
• Lead asset management marketing campaigns and support hirify.global Advisors’ go-to-market efforts.
• Design and deliver training sessions across national calls, regional meetings, and conferences.
• Consult with top advisors on best practices and contribute to digital tools, retirement planning, and product launches.
• Support institutional opportunities and shape the Financial Planning Platform and Advice Process.

Requirements

• FINRA Series 7, 63/65 or 66 required or obtained within 90 days
• Four-year college degree strongly preferred
• Minimum 5 years coaching or interacting with financial advisors and teams
• Experience with managed accounts, mutual funds, ETFs, asset allocation, turnkey programs, UMA, SMA platforms
• Deep knowledge of economy, markets, asset classes; familiarity with Morningstar and Money Guide Pro
• Outstanding communication skills and strong advisor-as-customer orientation
• Ability to travel up to 20%

Culture & Benefits

• Market-competitive compensation including bonuses and incentives
• Medical, dental, vision insurance; health savings account; flexible spending account
• 401k, pension, life/disability insurance, supplemental protection
• 20 days Paid Time Off, Sick and Safe Time, 10 paid holidays, Volunteer Time Off, paid parental leave
• EAP, well-being benefits, and other employee perks