Senior Wealth Consultant - Lead Desk

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United States Remote Full-time Posted 11d ago
Job Description The Senior Wealth Consultant is responsible for driving new client acquisition for the firm by engaging with leads generated for our wealth management business. This role is focused on the initial outreach, qualification, and discovery with prospective clients, then partnering closely with Advisors to progress opportunities through the sales process and ultimately onboard new wealth management clients. The Senior Wealth Consultant will work closely with internal sales teams and Advisors to ensure seamless lead management and conversion, playing a key role in expanding the…

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