Job Description
The Senior Wealth Consultant is responsible for driving new client acquisition for the firm by engaging with leads generated for our wealth management business. This role is focused on the initial outreach, qualification, and discovery with prospective clients, then partnering closely with Advisors to progress opportunities through the sales process and ultimately onboard new wealth management clients. The Senior Wealth Consultant will work closely with internal sales teams and Advisors to ensure seamless lead management and conversion, playing a key role in expanding the firm’s client base and contributing to revenue growth.
Key Responsibilities
Conduct timely outreach to assigned leads through phone, email, and virtual meetings to initiate client conversations and build interest in the firm’s wealth management services
Qualify prospective clients by assessing financial needs, goals, and fit through structured discovery conversations
Gather and document detailed client information to support Advisors in advancing opportunities and closing business
Partner with Advisors throughout the sales process to ensure continuity, alignment, and a seamless client experience
Maintain consistent follow-up and engagement with prospects to move opportunities through the sales pipeline
Accurately track lead activity, opportunity status, and pipeline progress within CRM systems
Collaborate with marketing and sales teams to follow established lead handling processes and ensure timely handoffs
Deliver a professional, consultative experience that reflects the firm’s client-first approach
Meet or exceed individual sales activity and conversion targets
Provide regular updates on pipeline activity, conversion metrics, and sales outcomes
Other duties as assigned
Qualifications
Bachelor’s degree in business or a related field from an accredited college or university
7+ years of experience in financial services sales or a related client-facing role
Series 65 or CFP required
Skills and Knowledge
Proven success selling to new and existing clients in a consultative sales environment
Strong experience managing the full sales cycle, including outreach, qualification, discovery, and handoff
Excellent communication and listening skills with the ability to engage prospects at various levels
Strong persuasion, negotiation, and problem-solving skills
Ability to clearly document opportunities and maintain a healthy, accurate sales pipeline in Salesforce or similar CRM tools
High level of organization and follow-through
Ability to build rapport quickly and establish trust with prospective clients
Comfortable working in a collaborative, team-based sales environment
Note: All Senior Wealth Consultants must have a clean U4 with no disclosures.
We welcome your interest in being a part of our firm. We believe in giving associates progressive opportunities, actively nurturing professional growth and giving back to the community. We are dedicated to building a diverse culture where everyone has the support they need to achieve their career goals. We offer an innovative workplace and a culture that fosters camaraderie, teamwork and work-life balance.
By submitting your application, you agree to the collection and use of your personal information as described in our Employee and Applicant Privacy Notice.
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