wealth management consultant

Ameritas Life Insurance Corp

<div>Position Description: 

Responsible for driving sales and growth throughout the products and platforms offered by the broker dealer and RIA. This position is focused on developing meaningful relationships with advisors, growing firm level assets under management, and driving new business to the Ameritas Wealth Platform. Candidates should be highly motivated, strategic, self-driven and results oriented, yet capable of working in a collaborative manner both internally and across the organization. 


Candidates will have a passion for delivering high-quality engagements to a demanding and growing advisor base while leveraging a needs-based selling approach and consultative sales techniques. Demonstrate a polished professional demeanor, sales acumen, strong presentation and public speaking skills, and distinguished written communication skills. 


Utilize in-depth knowledge of securities industry best practices, regulatory landscape, and terminologies to guide advisors. You will demonstrate a thorough understanding of investment advisory platforms in deploying strategies through both advisor managed or outsourced solutions. Application of broad product knowledge in the advisory, RIA, clearing, brokerage and custody, technology, research, equity-trading, mutual funds, ETFs, and managed assets networks will be important. 


Position Location:

This role could be hybrid or remote based on proximity to an office location. This role will require travel. 


What you do:
<ul>
<li>Execute a sales strategy to meet or exceed sales goals by managing a territory with a strong focus on proactive, outbound sales activities to drive net new assets to increase AUM on advisory platforms.</li>
<li>Maintain client focus and commitment to profitability, competitiveness, increasing assets, client satisfaction, and greater awareness of the Ameritas Wealth Platform.</li>
<li>Communicate to current advisors an in-depth understanding of a comprehensive wealth management business model and articulate the values/benefits of the firm&rsquo;s programs and products.</li>
<li>Utilize needs-based consulting skills to identify the needs of advisors and provide an opportunity for those needs to be met through the development of a fee-based business model and utilization of the Ameritas Wealth Platform. Support advisors in designing an implementation plan to transition business to a fee-based model.</li>
<li>Extensively collaborate with key constituents across the organization including Recruiting, RVP/DVP team, Relationship Management Teams, Wealth Management areas, Practice Management, Enterprise planning staff, Marketing, and other shared services teams.</li>
<li>Contribute to the growth of an advisor&rsquo;s practice across varying stages from inception to mature growth, while establishing relationships with new or existing advisors, across a range of sizes and product levels.</li>
<li>Maintain a strong presence at regional and national conferences through attending and presenting at all events and identifying and creating opportunities to enhance Ameritas Wealth Platform visibility at each event, including OSJ and Branch meetings.</li>
</ul>
What you bring:
<ul><li>Bachelor&rsquo;s degree in finance or a similar business-related field or equivalent combination of education and experience required.</li>
<li>4 or more years of securities industry related experience required.</li>
<li>4 or more years of experience in field sales, focused on advisory based concepts required.</li>
<li>Strong sales acumen, competitive mindset, desire to help others.</li>
<li>Envestnet and ORION platform experience strongly desired.</li>
<li>FINRA Series 7, Series 65 or 66 required.</li>
<li>CIMA, CFP, or ChFC designations desired.</li>
<li>Travel of 10% to 25% of time will be required. Must live within a reasonable distance of a major airport.</li>
</ul>
What we offer: 
<div>
</div><div>A meaningful mission. Great benefits. A vibrant culture</div>
<div>
Ameritas is an insurance, financial services and employee benefits provider Our purpose is fulfilling life. It means helping all kinds of people, at every age and stage, get more out of life.</div> 
<div>
</div><div>At Ameritas, you&rsquo;ll find energizing work challenges. Flexible hybrid work options. Time for family and community. But dig deeper. Benefits at Ameritas cover things you expect - and things you don&rsquo;t:</div> 
<div></div>
<div>
Ameritas Benefits</div>
<div>
For your money:</div>
<ul>
<li>401(k) Retirement Plan with company match and quarterly contribution</li>
<li>Tuition Reimbursement and Assistance</li>
<li>Incentive Program Bonuses</li>
<li>Competitive Pay</li>
</ul>
<div>For your time:</div>
<ul>
<li>Flexible Hybrid work</li>
<li>Thrive Days - Personal time off</li>
<li>Paid time off (PTO)</li>
</ul>
<div>For your health and well-being:</div>
<ul>
<li>Health Benefits: Medical, Dental, Vision</li>
<li>Health Savings Account (HSA) with employer contribution</li>
<li>Well-being programs with financial rewards</li>
<li>Employee assistance program (EAP)</li>
</ul>
<div>For your professional growth:
</div><ul><li>Professional development programs</li>
<li>Leadership development programs</li>
<li>Employee resource groups</li>
<li>StrengthsFinder Program</li>
</ul>
<div> For your community:</div>
<ul>
<li>Matching donations program</li>
<li>Paid volunteer time&ndash; 8 hours per month</li>
</ul>
<div>For your family:</div>
<ul>
<li>Generous paid maternity leave and paternity leave</li>
<li>Fertility, surrogacy and adoption assistance
</li><li>Backup child, elder and pet care support</li>
</ul>
An Equal Opportunity Employer 


Ameritas has a reputation as a company that cares, and because everyone should feel safe bringing their authentic, whole self to work, we&rsquo;re committed to an inclusive culture and diverse workplace, enriched by our individual differences. We are an Equal Opportunity/Affirmative Action Employer that hires based on qualifications, positive attitude, and exemplary work ethic, regardless of sex, race, color, national origin, religion, age, disability, veteran status, genetic information, marital status, sexual orientation, gender identity or any other characteristic protected by law.</div>

Regional Wealth Management Consultant

Farm Bureau Financial Services

<div>We are seeking an extremely driven, self-motivated, and dynamic individual to partner with our multi-line exclusive Farm Bureau agents to drive production and generate increased traditional &amp; variable life, fixed &amp; variable annuity, mutual fund, discretionary managed investment account, financial planning, and long-term care &amp; disability income product sales, consistent with established sales goals within an assigned region of Farm Bureau Life&rsquo;s marketing territory.
Who We Are: Through an exclusive network of 4,000 field associates, supported by 1,600 employees, Farm Bureau Financial Services helps protect livelihoods and futures by offering insurance products, investment products, and personalized financial planning for every stage of life. We&rsquo;ve been delivering on our promise of being there when it matters most for clients/members for more than 80 years and we&rsquo;re exceptionally proud of our consistently excellent ratings.
What You&rsquo;ll Do: As a Wealth Management Consultant, you will partner with agents across an assigned territory by means of joint production (95% of the time) to drive the cross selling of a broad portfolio of life insurance and investment products into PC books of business.
This position offers a base salary with commission based on sales. We provide a comprehensive benefits package, company vehicle, and expense allowances.
What It Takes to Join Our Team:<ul><li>
College degree (Finance of Business preferred) or equivalent plus four years of relevant experience required, CLU, ChFC, CFP, or LUTCF are preferred.</li><li>
Must have life/health insurance licenses as well as FINRA series 6 and 63 as a minimum. There is a preference of 7 and 66 or 63/65. Must test for the Series 7 within 90 days of employment and pass Series 7 within the first year of employment.</li><li>
Be a motivated and energetic individual with the ability to drive results with a high degree of autonomy.</li><li>
Be capable of driving production regarding the sale of Life, Annuity, Mutual Fund, Long-Term Care, &amp; Disability Income products by serving as the primary liaison for Farm Bureau Life in the delivery of sales, life, and investment product-related material to the captive MLEA distribution channel.</li><li>
Have the ability to travel extensively up to 80% of the time to territory locations.</li><li>
Have a broad and comprehensive knowledge of life, annuity, disability &amp; long-term care insurance, investment products, and financial planning with knowledge and experience in applying those products in sales situations. In other words, be the subject expert regarding expansive portfolio of life products, proprietary annuity, and non-proprietary mutual funds.</li><li>
A valid driver&rsquo;s license and satisfactory Motor Vehicle Records are required.</li></ul>
If you're interested in joining a company that appreciates its employees, provides growth and professional development opportunities, and offers great benefits, we invite you to apply today!
Work Authorization/Sponsorship: At this time, we are not considering candidates that need any type of immigration sponsorship now or in the future, such as additional or permanent work authorization. Applicants must be currently authorized to work in the United States on a full-time, permanent basis. We are not able to sponsor now or in the future, or take over sponsorship of, an employment visa or work authorization for this role. For example, we are not considering candidates with OPT status.</div>

Sr Wealth Management Consultant

Advenxa Pvt.Ltd

NRI Wealth AdvisorLocations: Palakkad : Pattambi, Pathirippala, Vadakkenchery, Victoria palakkadMalappuram : Manjeri, Ponnani, NilamburExperience : Minimum 1&ndash;3 years in financial sales, wealth management, or investment advisory (NRI-focused experience preferred).Qualifications: Degree MandatorySalary : 30,000 - 40,000 plus Attractive IncentivesShift: 9:30 AM to 5:30 PMAbout the Role As a Financial Consultant &ndash; NRI (Non-Resident Indian), you will be responsible for acquiring new NRI clients, providing in-depth financial advisory services, and helping them achieve their long-term financial goals. You will play a key role in deepening the company&rsquo;s NRI client base by offering personalized solutions in investments and wealth management while ensuring ethical practices and client satisfaction.Requirements<ul><li>Bachelor's degree is mandatory.</li><li>1 year of experience in sales, preferably within banking or financial services.</li><li>Experience or knowledge of NRI banking and financial products is highly desirable.</li><li>Excellent verbal and written communication skills, with the ability to convey complex financial information clearly.</li><li>Strong ability to close sales and negotiate terms effectively.</li></ul>Responsibilities<ul><li>Acquire and expand the NRI client base through banks, referrals, and networking.</li></ul><ul><li>Recommend suitable financial products (Mutual Funds, Insurance, PMS, Equity/Debt, Smartfolios).</li></ul><ul><li>Grow and manage client portfolios (AUM).</li></ul><ul><li>Provide clients with market insights, research reports, and new investment opportunities.</li></ul><ul><li>Ensure strong client servicing, retention, and accurate CRM reporting.</li></ul>Job Type: PermanentPay: &#8377;30,000.00 - &#8377;45,000.00 per monthBenefits:<ul><li>Health insurance</li><li>Provident Fund</li></ul>Application Question(s):<ul><li>How many years of experience do you have in NRI sales or investment advisory?</li></ul>Experience:<ul><li>Bank Sales: 2 years (Required)</li></ul>License/Certification:<ul><li>Graduation (Required)</li></ul>Willingness to travel:<ul><li>75% (Required)</li></ul>

NRI Wealth Advisor

UCare Staffing, LLC

PLEASE NOTE: All interviews and applications are kept confidential. We are seeking a highly experienced Senior Wealth Advisor/Manager to join our client, a rapidly growing Wealth Management Registered Investment Advisory (RIA) firm. Our client is a leader in the industry, providing cutting-edge financial services and technology to help clients achieve their financial goals. As a Senior Wealth Advisor/Manager, you will have the opportunity to work with high net worth individuals and families, providing comprehensive wealth management services that include investment management, financial planning, tax planning, and estate planning. To be successful in this role, it is essential that you bring with you a transferable book of client assets that is greater than $25 million. This will allow you to hit the ground running and immediately contribute to the growth of our firm. In return for your expertise and contributions, this firm offers a highly competitive compensation package that includes up to 750k or more per year through Revenue Participation, Bonuses, and Equity. This firm strongly believes in rewarding their employees for their hard work and dedication. One of the unique benefits of this opportunity is the flexibility to work fully remotely. This firm understands the importance of work-life balance and strive to create an inclusive and supportive work environment for all their employees. In addition, they provide top-notch medical, dental, and vision plans along with unlimited paid time off and company holidays. You will also have access to a 401(k) plan and other outstanding benefits. Please note that even if you are bound by non-compete or non-solicitation agreements with your current or past employer, we still encourage you to apply for this role. We are an equal opportunity employer. All applications will be kept confidential. <img src="https://www.jobg8.com/Tracking.aspx?Sjg9ltxO23%2fI0TCqydlEnt8PaU%2fFNhdKi" width="0" height="0" />

Senior Wealth Advisor

We are seeking a highly motivated and client-focused Wealth and Equity Advisor to provide personalized investment and financial planning advice to high-net-worth individuals (HNIs), ultra-high-net-worth individuals (UHNWIs), and institutional clients. The role involves advising clients on portfolio construction, equity investments, wealth preservation, and long-term financial growth strategies aligned with their goals.Key Responsibilities:&middot; Client Relationship Management:o Develop and maintain long-term relationships with clients, providing tailored wealth advisory solutions.o Conduct regular portfolio reviews and financial planning sessions with clients.o Understand clients&rsquo; investment goals, risk appetite, and time horizon to offer customized advice.&middot; Investment Advisory:o Provide research-driven equity recommendations including listed stocks, ETFs, and structured products.o Monitor market trends, macroeconomic data, and portfolio performance to ensure alignment with client objectives.o Assist in asset allocation strategies across equities, fixed income, alternative investments, and other asset classes.&middot; Financial Planning:o Offer comprehensive financial planning services including retirement planning, tax optimization, succession planning, and estate management.o Coordinate with legal and tax advisors when necessary to ensure holistic financial advice.&middot; Product Knowledge G Due Diligence:o Maintain deep knowledge of financial products, especially in equities, derivatives, and wealth preservation instruments.o Evaluate third-party investment products and perform due diligence on fund managers, PMS, AIFs, and mutual funds.&middot; Compliance G Reporting:o Ensure adherence to internal policies, regulatory guidelines, and documentation standards (e.g., KYC, risk profiling).o Prepare and present performance reports and investment proposals to clients.&#490;ualifications G Skills:&middot; Bachelor&rsquo;s or Master&rsquo;s degree in Finance, Economics, Business, or related field.&middot; financial certification preferred.&middot; 2-4 years of experience in wealth management, equity advisory, or private banking.&middot; Strong understanding of capital markets, equity research, and financial instruments.&middot; Excellent communication, analytical, and interpersonal skills.&middot; High ethical standards and client-centric approach.Key Performance Indicators (KPIs):&middot; Growth in Assets Under Advisory (AUA)&middot; Client acquisition and retention&middot; Client satisfaction and feedback&middot; Portfolio performance against benchmarks&middot; Compliance and regulatory adherenceCompensation: To be discussed during interviewJob Types: Full-time, Permanent

Wealth and Equity Advisor

Confidential

<div>
 
 
 JOB PURPOSE:
 
 
 
 
 
 
 The
 
 Senior Associate &ndash; Wealth Management
 
 plays a key role in supporting the strategic implementation of our organization's initiative to attract and serve
 
 Family Offices
 
 and
 
 Ultra High Net Worth Individuals (UHNWIs
 
 ),
 
 
 focusing on ecosystem development, client experience enhancement and regulatory enablement.
 
 
 
 
 
 
 KEY ACCOUNTABILITIES:
 
 
 
 
 
 
 🔹
 
 Strategic Implementation
 
 : Works closely with the line manager in implementing the strategic roadmap for attracting and onboarding Family Offices and UHNWIs to our platform, aligning with the broader vision of establishing a robust Wealth Management ecosystem.
 
 
 🔹
 
 Strategy Execution Support:
 
 Supports in execution of Wealth Management strategy, which is aligned with our strategic plan, by identifying structural gaps and proposing ecosystem enhancements.
 
 
 🔹
 
 Market Intelligence:
 
 Conduct market intelligence and ecosystem mapping to identify trends, gaps, and opportunities.
 
 
 🔹
 
 Cross-Functional Collaboration
 
 : Collaborate with internal teams (Legal, Licensing, Tax, Financial Services Sector, Information Technology, Client Affairs and Strategy Office) to refine regulatory frameworks and client onboarding processes.
 
 
 🔹
 
 Stakeholder Coordination:
 
 Coordinate with Banks, Asset Managers, Family Office advisors, and industry associations to strengthen Qatar&rsquo;s wealth management ecosystem.
 
 
 🔹
 
 Sector Representation
 
 : Represent us at sector-specific forums and conferences to promote thought leadership and strategic positioning in compliance with MCC policy.
 
 
 🔹
 
 Legal Structure
 
 : Advisory Provide advisory input on our legal structures (e.g., Trusts, SPVs, Foundations, SFOs, Multi-Family Offices) to internal teams and external stakeholders.
 
 
 🔹
 
 Client Journey Optimization
 
 : Assist in refining client journeys and onboarding processes for UHNWIs and family offices.
 
 
 🔹
 
 Reporting &amp; Insights:
 
 Prepare sector reports, dashboards, and presentations for internal stakeholders.
 
 
 🔹
 
 Planning &amp; Performance
 
 : Contribute to departmental planning, budgeting, and performance tracking.
 
 
 🔹
 
 Business Development:
 
 Support Work in tandem with the department by providing sectoral insights and strategic support.
 
 
 🔹
 
 Ad Hoc Assignments &amp; Managerial Support
 
 : Perform other related duties or assignments as directed by the Manager &ndash; Wealth based on the company&rsquo;s needs.
 
 
 🔹
 
 Business Development
 
 : Provide sector-specific insights and strategic support to the department to enhance business development initiatives.
 
 
 
 
 
 
 QUALIFICATIONS, EXPERIENCE and SKILLS:
 
 
 
 
 
 
 🔹 Bachelor&rsquo;s degree in BA, Finance, Accounting, Economics, or related discipline.
 
 
 🔹 Preferably an MBA or equivalent post-graduate qualification from a recognized business school.
 
 
 🔹 Minimum of 5 years of relevant experience in strategic partnerships or ecosystem enablement&mdash;preferably within governmental, semi-governmental, or financial services sectors.
 
 
 🔹 Experience in roles that involve stakeholder engagement, ecosystem building or sector development
 
 
 🔹 Excellent communication, negotiation, presentation and interpersonal skills in English.
 
 
 🔹 Experience in BD and Account Management fields in multicultural environment.
 
 
 🔹 Negotiation, facilitation and presentation skills
 
 
 🔹 Problem solving and prioritization skills
 
 
 🔹 Report writing
 
</div>

Senior Associate - Wealth Management & Family Office Services

Origin Legal Ltd

<div>
 
 
 Private Wealth Solicitor &ndash; 3+ PQE
 
 
 
 
 Location:
 
 Dubai
 
 
 
 Jurisdiction:
 
 England &amp; Wales or other common law jurisdictions
 
 
 
 Experience Level:
 
 3&ndash;5 PQE
 
 
 
 
 
 Join a leading international law firm in Dubai, advising ultra-high-net-worth individuals, families, and trustees on complex UK and international private wealth matters. This is a rare opportunity to work at the forefront of cross-border tax and trust planning in a dynamic, multicultural environment.
 
 
 
 
 
 You&rsquo;ll be responsible for:
 
 <ul>
 <li>
 Advising UHNW clients on UK tax, trust, and succession planning
 </li>
 <li>
 Providing strategic guidance on international estate planning, domicile and residency issues, and wealth structuring
 </li>
 <li>
 Collaborating with private banks, family offices, and fiduciary service providers across multiple jurisdictions
 </li>
 <li>
 Assisting in complex cross-border tax and trust matters for global clients
 </li>
 </ul>
 
 
 
 
 What were looking for:
 
 <ul>
 <li>
 Qualified solicitor (England &amp; Wales or other common law jurisdiction)
 </li>
 <li>
 3&ndash;5 PQE with strong experience in UK tax and trust planning at a leading law firm
 </li>
 <li>
 Exposure to international private wealth matters is advantageous
 </li>
 <li>
 Commercial mindset with the ability to build and maintain client relationships
 </li>
 <li>
 Willingness to relocate to Dubai and thrive in a fast-paced, international setting
 </li>
 </ul>
 
 
 
 
 
 Origin Legal International
 
 
 
 Our team has 25 years&rsquo; experience of helping lawyers to make international and offshore moves. If you would like to find out more about this role or chat about an overseas move in general, please get in touch.
 
 
 
</div>

Private Wealth Solicitor

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