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Wealth Management Consultant
Job in
Laredo, Webb County, Texas, 78045, USA
Listed on 2026-03-05
Listing for:
Virtual Vocations Inc
Full Time
position Listed on 2026-03-05
Job specializations:
-
Finance & Banking
Financial Advisor, Financial Consultant
Job Description & How to Apply Below
Key Responsibilities Execute the written sales plan for assigned agencies and report progress to the Associate Regional Director Conduct coaching programs, support advisor focus groups, and provide virtual training sessions for advisors Understand and implement the full Wealth Management and Insurance product suite to help clients achieve their goals
Required Qualifications Bachelor's degree 3+ years' experience in the financial services industry 2+ years' experience in financial advising, internal wholesaling, or financial planning 1+ years' experience with fee-based management Must reside in specific states and pass a non-registered fingerprint background check
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