Wealth Management Consultant

The Wealth Management Consultant serves as a key member of the wholesaling team, leading sales initiatives in the Cross Channel segment and managing relationships with key firms. This role involves identifying firm and representative needs, coordinating efforts to serve those needs, and delivering motivational presentations to drive business results. The position requires a proven track record in third-party distribution and the ability to build long-term relationships within the ETF, Mutual Fund, and SMA business.