Wealth Management Consultant

Our client is seeking a Wealth Management Consultant responsible for identifying prospective investment management and financial planning clients with investable assets of $300,000 or more

Commission range $250,000 - $1,000,000 U.S.D /per year

Responsibilities Include:

?Responsible for orchestrating the sales process from lead generation through close
?Develop new business opportunities from external sources
?Develop strong and effective relationships with various centres of influence to generate referrals
?Partner with appropriate professionals to assist in closing the sale of wealth management services
?Assist clients in the areas of investment, tax planning, pre-retirement planning, education funding, insurance needs and estate planning using a holistic view.
?Manage client requests and serve as a resource for clients on a day-to-day basis
?Champion current developments in all financial planning areas
Qualifications Include:

?Bachelor's degree in business, finance, economics, or accounting
?Proven experience in generating referrals and new business development with affluent and high net worth clients
?Integrity and strong work ethic
?High emotional intelligence
?Strong people and communication skills with experience profiling prospective clients, developing wealth plans and presenting to clients