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The Opportunity
As a Wealth Strategist Wholesaler you will play a critical role in growing and developing new wealth management sales within your territory by working closely with companys financial advisors and their highnetworth clients. You will provide sales expertise for the following solutions: Trust Outsourced CIO hedging model management custom portfolios and WMS. You will partner with financial professionals to strengthen their practice and guide them in securing affluent family assets by providing complex investment fiduciary and private client service solutions.
The Team
Financial products by themselves are worth little; financial advice for a client and their loved ones is worth everything. Our mission is to enable advisor practices agencies and the company to thrive in the HNW market by providing investment solutions and expertise that:
The Impact:
The Wealth Strategist operates as an external wholesaler and is responsible for advancing trust investment and private wealth service solutions tailored to the more complex needs of HNW clients. They are responsible for solving advisor and client problems while growing sales in their assigned territory. In the role they will:
The Minimum Qualifications
The Ideal Qualifications
Full Time