VP, Wealth Consulting - Remote

Overview

The VP, Wealth Consulting (WC) is responsible for driving growth in Assets Under Management (AUM) and increasing advisor productivity through strong business relationships and strategic guidance.

In Short

• Accountable for AUM growth and advisor engagement.
• Collaborates with financial professionals and field leadership.
• Delivers product information and strategic guidance.
• Coaches financial professionals to enhance skills.
• Anticipates advisor needs and designs impactful programs.
• Requires extensive experience in financial services.
• Focuses on data-informed decisions for growth.
• Must be compliant with industry regulations.
• Involves significant travel.
• Offers competitive compensation including bonuses.

Requirements

• Demonstrates executive presence and credibility.
• Deep understanding of sales metrics and territory dynamics.
• Experience in financial services and advisory roles.
• Familiarity with tools like e-Money and Morningstar Analytics.
• Compliance certifications (Series 7 & 65/66) required.
• Industry designations like ChFC or CFP preferred.
• High motivation to drive production and revenue.
• Ability to lead through influence.
• Strong communication and presentation skills.
• Creative problem-solving abilities.

Benefits

• Market competitive base salary with bonus potential.
• Comprehensive medical, dental, and vision insurance.
• 401(k) with company match.
• Employee Stock Purchase Plan.
• Wellness programs with reimbursement options.
• Education benefits for degree programs.
• Paid Time Off (PTO) and leave options.
• Work/Life resources for personal support.
• Inclusive workplace culture.
• Career development opportunities.