Our Client Currently looking for Sr Wealth Sales Associate – Team Lead

Who You Are

• Bachelor’s degree or equivalent experience, plus 3+ years of industry-related and/or sales experience
• Prior leadership, coaching, or mentoring experience preferred
• FINRA licensing required (SIE, Series 7, Series 63, and Series 24), or ability to obtain within 120 days
• Strong understanding of asset management, investment products, and distribution channels
• Proven ability to build relationships, influence outcomes, and drive sales results
• Excellent written, verbal, and presentation skills, with the ability to engage diverse audiences
• Strong analytical, organizational, and time-management capabilities
• Proficiency with Microsoft Office tools (PowerPoint, Excel, Word)
• Detail-oriented with the ability to manage multiple priorities and deadlines in a fast-paced environment
• Demonstrated ability to make sound business decisions and proactively develop and execute plans to meet objectives
• Travel required (approximately 10%)

• Are you interested in this position?

   

  Apply by clicking on the “Apply Now” button below!

   

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