National Consultant - Innovative Wealth Solutions Leader

National Consultant - Innovative Wealth Solutions Leader

We are seeking a dynamic National Consultant to serve as a trusted partner to financial advisors and help them accelerate the growth of their practices. In this role, you’ll work with a portfolio of engaged advisors, providing guidance on wealth management strategies, investment solutions, and practice management resources.

Key Responsibilities:

• Partner with financial advisors to understand their goals and recommend solutions that support long-term business growth.
• Provide consultative expertise on products, investment performance, portfolio positioning, and client engagement strategies.
• Design and execute targeted campaigns to re-engage advisors who are underutilizing available tools and resources.
• Deliver engaging presentations at advisor-focused events, highlighting the unique value of available offerings.
• Collaborate with internal teams to ensure smooth adoption of resources, technology, and investment platforms.
• Travel up to 30% to attend client meetings, industry events, and regional engagements.

Qualifications & Skills:

• Strong organizational and time management skills with the ability to thrive in a fast-paced environment.
• Collaborative team player with the ability to work independently and proactively drive outcomes.
• Proficiency in Salesforce or similar CRM platforms for pipeline and territory management.
• Ability to evaluate managed money platforms and tailor solutions to advisor and client needs.

Education & Experience:

• Bachelor’s degree in finance, business, or a related field.
• 4+ years of professional experience within the financial services industry.
• 4+ years of experience in consultative sales, both over the phone and in person.
• Active FINRA licenses required:
  Series 6, 63, and 65, or Series 7 and 66.

Compensation:

• Base Salary: $67,500 – $95,000 (based on knowledge, skills, and experience).
• Sales Incentive Plan:
  Annual target of up to $95,000, with goals tied to measurable performance metrics.
• Hybrid work opportunities available for candidates located near Chicago, IL.

Benefits & Perks:

• Flexible paid time off and sick leave policies.
• 401(k) with 6% employer match.
• Medical, dental, and vision coverage (HDHP or PPO options).
• Employer HSA contributions for eligible plans.
• Volunteer time off to support community involvement.
• Career development programs, training, and recognition opportunities.
• Wellness benefits including fitness reimbursement.
• Hybrid work schedule supporting work-life balance.

This role offers the opportunity to influence advisor success while helping financial professionals deliver exceptional outcomes for their clients. You’ll join a mission-driven team grounded in integrity, respect, collaboration, and excellence
.