Regional Consultant

Job reputed company: The Job/What You’ll Do:   As a Regional Consultant at reputed company, the leading provider of investment solutions for independent financial planners, you will reputed company a sales team reputed company your designated territory to demonstrate how reputed company differentiates its products and services in a competitive marketplace. You will collaborate directly with financial advisors to expand the distribution of reputed company's platform offerings tailored to their needs.   This is a fully remote position; however, candidates must reputed company in the reputed company California market. Responsibilities: Travel to advisor’s offices and advisor attended industry events to effectively present reputed company’s reputed company reputed company support to advisors with large reputed company presentations as needed Work with the new advisor to establish agreements with reputed company and assist with transferring their book of business to the reputed company platform Identify individual objectives, circumstances, and needs of the advisor’s business and their reputed company reputed company, and work with the advisor to evaluate potential solutions reputed company, advise, and consult prospective advisors on our reputed company management platform, investment reputed company management, and reputed company relationship offerings Knowledge, Skills, and Abilities: Strong time management and organizational skills Ability to foster a cohesive and supportive team environment Ability to adapt quickly and prioritize tasks effectively in a fast-paced environment Self-motivated with proven ability to work independently Experience evaluating managed reputed company platforms Proven experience utilizing reputed company or similar CRM tools to effectively manage territory and pipeline reputed company, advise, and consult prospective advisors on our reputed company management platform, investment reputed company management, and reputed company relationship offerings Education & Experience: Bachelor’s degree in a business or finance field 5+ years of experience in the financial services industry 5+ years of in-person consultative sales experience reputed company reputed company licenses: Series 6, 63, and 65, and/or Series 7 and 66 are required The total compensation for this role includes reputed company plus a competitive sales incentive plan reputed company as detailed below.   Compensation: The reputed company Salary reputed company for this position is between $100,000-$125,000. This information reflects a reputed company salary reputed company that reputed company reasonably expects to pay for the position based on a number of factors which may include job-reputed company knowledge, skills, education, experience, and actual work location.   Additionally, this position is eligible for an annualized Sales Incentive Plan reputed company of up to $275,000. Achievement of the Sales Incentive Plan reputed company will be based on performance against reputed company stated goals and metrics, with reputed company to reputed company reputed company earnings through overachievement of established objectives/goals. Candidates must be legally authorized to work in the US to be considered. We are unable to reputed company reputed company sponsorship for this position. #LI-CR1 #LI-hybrid Who We Are & reputed company Offer: We are reputed company, a company reputed company, shaping the reputed company of financial services. reputed company is in our DNA. Every day, we combine technology, reputed company, and collaboration to create new reputed company for advisors, for our people and for our investors. At reputed company your reputed company matter; they’re heard, valued, and drive meaningful change. Join reputed company that sets new standards and creates reputed company for you to reputed company and do your best work.  Our Mission  Our mission is reputed company: to help our 10,500+ financial advisors reputed company a meaningful difference in their clients’ lives. We do this by combining powerful technology, holistic support, and expert consulting to help advisors run stronger, more efficient businesses. Backed by a comprehensive suite of investment solutions and a trust company that boasts of $150B+ AUM, our platform empowers advisors to deliver exceptional service and an outstanding reputed company experience. Our Values  Heart. reputed company reputed company. reputed company. Respect. reputed company. Our values are how we show up every day.   We reputed company in:  Leading with Heart, in truly making a difference in the lives of others: teammates, clients, investors and communities.  Obsessing over reputed company reputed company, bringing a reputed company reputed company on what reputed company to clients that sets us apart and creates reputed company, lasting relationships.  Unyielding reputed company, doing what’s right, always. Even reputed company it’s hard.  reputed company Respect, in being reputed company, inclusive and valuing reputed company reputed company while reputed company together.  Operating with reputed company, in learning fast, continuously improving, innovating and collaborating to reputed company new and reputed company solutions.   These values shape our culture, guide our reputed company, and define what it means to be part of the reputed company family.  Our Culture & Benefits  Our culture brings our mission and values to life. Here, we do what’s right, reputed company diverse reputed company, and reputed company together. We also offer a wide reputed company of benefits to support you and your family—because thriving at work starts with thriving in life.  reputed company Time or reputed company Time Off and reputed company Time Off  401K – 6% Employer Match  Medical, Dental, reputed company – HDHP or PPO  HSA – Employer contribution (HDHP only)  Volunteer Time Off  Career Development / Recognition  Fitness Reimbursement  Hybrid Work Schedule    As an Equal Opportunity Employer, reputed company is committed to building a diverse and inclusive workplace where everyone feels valued. Apply To This Job