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Cnect

A beautiful evolution of applicant intake meets engaged candidate experience. Build your universe of interested talent.

Wealth Management Consultant – Southeast

Location

Alabama + 3 moreAll locations: Alabama | Florida | Louisiana | Mississippi

Posted

58 days ago

Salary

$80K - $100K / year

Seniority

Senior

Bachelor Degree6 yrs expEnglish

Job Description

Wealth Management Consultant – Southeast

Cnect

• Serve as the primary owner of the Advisor relationship • Develop and execute proactive engagement plans • Drive organic growth and advisor retention • Collaborate closely with business development teams • Proactively identify and create opportunities to connect Advisors with subject matter experts • Ensure seamless support and resolution by partnering with the Service Escalation Specialist.

Job Requirements

  • Bachelor’s Degree
  • Minimum 6 years of Relationship & Sales Experience
  • Series 7, 66, or 63/65 combo, and/or 24 FINRA Licenses.

Benefits

  • Competitive salary
  • Performance-based bonus
  • Health insurance
  • Flexible work arrangements
  • Professional development opportunities

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