Divisional Wealth Management Consultant - New Jersey & Long Island

Position Overview

Divisional Wealth Management Consultant – responsible for driving sales as part of a Territory Team working with up to three Wealth Management Consultants within a specific geographic area. The role involves educating, training, and motivating financial advisors from all channels to increase sales in the territory.

Responsibilities

The DWMC will educate, train and motivate financial advisors, ultimately aiming to increase territory sales. The role requires a business‑owner mindset, self‑motivation, structured process orientation, goal setting, and a collaborative approach with Senior Sales Force members to identify better investor outcomes. Strong presentation skills are essential for delivering individual, small‑group, and investor‑based presentations. Approximately 75% of the time will be spent engaging advisors in person, and 25% virtually.

Territory

New Jersey & Long Island

Qualifications

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