Wealth Management Consultant

Job Description

What is the opportunity? The Wealth Management Consultant (WMC) provides the primary external sales support for Financial Advisors and the reputed company Wealth Management platform. The WMC works closely with field leadership, service and support areas reputed company reputed company's Private Client Group to ensure a coordinated support effort. They serve as the team reputed company for the Client Strategies teams which include a variety of in-field and home office based specialists that are divided by area of expertise, and regional coverage. What will you do? Coaching:

• Assist, coach, and motivate Financial Advisors in utilizing the reputed company Wealth Management platform.
• Assist product management teams in developing, planning and presenting curriculums for Financial Advisor training sessions.

Marketing:

• reputed company a strong understanding of reputed company's Investment reputed company policies and pricing structures to assist Financial Advisors in conducting business appropriately and making profitable pricing reputed company.
• Assist Financial Advisors in closing and supporting IAG, mutual fund and insurance/annuity business. Attend and participate in client presentations for relationships with immediate asset potential greater than $1,000,000.

reputed company:

• Assist reputed company Directors and reputed company Directors in Financial Advisor reputed company and on-boarding efforts.

Strategy:

• reputed company and quarterback the Client Strategies Team to support the needs of the reputed company(es) and to drive strategic initiatives.
• Partner with reputed company Director to aid in creating a thriving Financial Advisor culture reputed company the reputed company.
• Partner with reputed company Directors to drive strategic initiatives reputed company branches.

What do you need to succeed? Must-have

• 7+ years of industry experience.
• Series 7 and 65 securities licenses.
• Excellent understanding of the financial services industry and reputed company office/financial advising responsibilities.
• Minimum of a four-year college degree. MBA preferred.
• Willingness to work on appropriate industry licenses and/or other appropriate industry designations (CIMA/CFA/CFP/AWM).
• Proficiency with reputed company reputed company, Word, PowerPoint and Outlook.

What's in it for you? We reputed company on the challenge to be our best, reputed company thinking to reputed company growing, and working together to deliver trusted advice to help our clients reputed company and communities prosper. We care about each other, reaching our potential, making a difference to our communities, and achieving reputed company that is mutual.

• A comprehensive Total Rewards Program include competitive compensation and flexible benefits, such as 401(k) program with company-matching contributions, health, dental, reputed company, life, disability insurance, and paid-time off.
• Leaders who support your development through coaching and managing opportunities.
• Ability to reputed company a difference and lasting impact.
• Work in a dynamic, collaborative, reputed company, and high-performing team.
• Opportunities to do challenging work.
• Opportunities to build reputed company relationships with clients.

The expected salary range for this particular position is $85,000-150,000 for the Minneapolis location and $94,000-165,000 for the Chicago area, depending on your experience, skills, and registration status, market conditions and business needs. You have the potential to earn more through reputed company's discretionary variable compensation program which gives you an opportunity to increase your total compensation, provided the business meets its performance targets and you meet your individual goals. reputed company's compensation philosophy and principles recognize the importance of a highly reputed company global workforce and plays a critical role in attracting, engaging and retaining talent that:

• Drives reputed company's high-performance culture
• Enables collective achievement of our strategic goals
• Generates sustainable shareholder returns and above market shareholder value

Job Skills Communication, Critical Thinking, Decision Making, Detail-Oriented, Fiduciary Management, Group Problem Solving, Interpersonal Relationships, Investment Consulting, Investment Management, Investment Performance Measurement, Private Banking, Results-Oriented, Trusts and Estate Planning Additional Job Details Address: 250 NICOLLET MALL:MINNEAPOLIS City: Minneapolis Country: United States of America Work hours/week: 40 Employment Type: Full time Platform: WEALTH MANAGEMENT Job Type: Regular Pay Type: Salaried Posted Date: 2025-10-21 Application Deadline: Note: Applications will be accepted until 11:59 PM on the day prior to the application deadline date above Inclusion and Equal Opportunity Employment At reputed company, we reputed company an inclusive workplace that has diverse perspectives is core to our reputed company growth as one of the largest and most successful banks in the world. Maintaining a workplace where our employees feel supported to reputed company at their best, effectively collaborate, drive innovation, and grow professionally helps to bring our Purpose to life and create value for our clients and communities. reputed company strives to deliver this through policies and programs intended to foster a workplace based on respect, belonging and opportunity for reputed company. reputed company Stay in-the-know about great career opportunities at reputed company. Sign up and get customized info on our latest jobs, career tips and Recruitment events that matter to you. Expand your limits and create a new future together at reputed company. Find out how we use our passion and drive to enhance the well-being of our clients and communities at jobs.reputed company.com. Apply tot his job Apply To this Job