Dallas, TX
10/24/2024

The RVP Wealth Consultant - New Business position works closely with qualified prospects provided by our inside sales team, engaging with these prospects to understand their needs, present our value proposition, and outline a comprehensive plan to achieve their financial objectives. There is no cold calling. Once they have completed their part of the process, the client is warm transferred to a Financial Advisor in the local market.

The ideal candidate is a natural relationship builder with a proven track record of success building trust and closing new business. Excellent analytical and problem-solving skills are necessary to facilitate optimal outcomes for clients. In addition, you will develop and maintain business relationships with financial advisor professionals so that as a team, you will provide excellent client service.

This is a full-time, exempt position that will require a combination of remote and in person work.

RESPONSIBILITIES

  • Review prospect’s detailed information with our sales team and determine suitability for both the firm and the prospect
  • Prepare an agenda for phone/virtual meeting with the prospective client. The focus of this first meeting is to gather information and conduct a more extensive discovery overview
  • Engage with and identify prospective client needs. Establish formal advisory relationships with future clients who are deemed to be a good fit with the philosophy.
  • Learn and understand local advisors’ capabilities, areas of expertise, and growth goals to partner with them for the right prospective clients
  • Inform and help create all prospective client deliverables including financial planning, investments, estate, and tax advice to achieve optimal outcomes
  • Present proposed solutions to prospective clients and guide the overall sales cycle alongside the assigned advisor in a timely fashion and to ultimately achieve new business success
  • Contribute to a positive work environment and culture and consistently demonstrate guiding principles
  • Work closely with support teams to establish relationships and secure accounts with new clients.
  • Update client records by dictating notes and follow-up activities in a highly customized CRM system that all team members rely on as a single source of client info.
  • Become a subject matter expert on integrated services.

QUALIFICATIONS

  • Professional designation of Certified Financial Planner (CFP®) or Chartered Financial Consultant (ChFC®) is preferred.
  • Must be or willing to become Series 7 and 63/65, and Life insurance licensed
  • Minimum 5 years of client-facing wealth management or financial planning experience is required.
  • Three plus years of proven success closing new business
  • BA/BS or master’s degree preferred.
  • Must possess professional enthusiasm, strong communication, presentation, listening, and analytical skills.
  • Comfort with technology is required; experience with specific tools is a plus:
    • MoneyGuidePro, Salesforce, Tamarak, Zoom or similar.
  • Self-starter with the ability to work independently.