Divisional Wealth Management Consultant - NYC & Long Island

Job Overview

As a Divisional Wealth Management Consultant, you will be responsible for driving sales as part of a Territory Team working with up to 3 Wealth Management Consultants within a specific geographic area. Your role will include educating, training, and motivating financial advisors from all channels with the ultimate goal of increasing sales in the territory. You have a business‑owner mindset, are self‑motivated, and are structured and process‑oriented. You are motivated by setting goals and measuring your performance against them, and you work skillfully with Senior Sales Force members to identify opportunities for better investor outcomes. You will also need strong presentation skills to deliver individual, small and large group, and investor‑based presentations. Approximately 75% of your time will be spent engaging your Financial Advisors in person and 25% of the time virtually.

Territory

NYC & Long Island

Benefits

• Enjoy ...