Associate Wealth Consultant, Digital Team

The Associate Wealth Consultant, Lead Desk, will be responsible for executing daily outbound sales calls, handling inbound inquiries, engaging in direct sales activities with prospective clients, and providing operational support to the sales organization. This role functions within the Organic Growth team and collaborates closely with Senior Wealth Consultants to support company revenue growth, specifically through client acquisition.

Responsibilities

• Identify, qualify, and develop high-quality sales opportunities, meeting established performance metrics.

• Manage lead generation initiatives, call campaigns, and strategies to secure new clients.

• Engage with prospects through inbound calls, outbound follow-ups, emails, and other approved communication channels.

• Follow established scripts and communication protocols, ensuring accurate record-keeping within the CRM system.

• Build trust and rapport with prospective clients, maintaining high levels of integrity and accountability.

• Collaborate effectively within a dynamic internal sales team, fostering open communication.

• Demonstrate strong organizational skills with the ability to multi-task and meet targets in a fast-paced environment.

• Deliver exceptional customer service and ensure client satisfaction.

Requirements

• Bachelor’s degree in business, finance or other related field from an accredited college or university strongly preferred

• Series 65

• 2+ years’ experience in the financial services industry strongly preferred

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We welcome your interest in being a part of our firm. We believe in giving associates progressive opportunities, actively nurturing professional growth and giving back to the community. We are dedicated to building a diverse culture where everyone has the support they need to achieve their career goals. We offer an innovative workplace and a culture that fosters camaraderie, teamwork and work-life balance.

By submitting your application, you agree to the collection and use of your personal information as described in our Employee and Applicant Privacy Notice.

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