Senior Wealth Management Consultant

This position is remote (NE, IA, KS, MO, MN, OH, TX, AZ) and does not require regular in-office presence.

The Senior Wealth Management Consulting role is responsible for driving 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 Managed Accounts platforms. Candidates should behighly motivated, strategic, self-driven and results oriented, yet capable of working in collaborative manner both internally and across the organization.

Success in this role will be determined by the execution of a sales business plan, meeting or exceeding sales activity and growth goals associated with the advisory programs and advisors that utilize them. Networking across industry channels, building trust, and developing strong relationships with existing and prospective financial professionals will also be critical.

Candidates will have apassion 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.

At Ameritas, our mission is Fulfilling Life. We do that in many ways, but especially by helping people invest in themselves by offering trusted financial products and advice. Because we believe everyone should be happy, healthy, and financially secure, we work hard to provide trusted financial products and valued guidance, including individual life and disability insurance, employee benefits, retirement planning, investments, and wealth management services.

What you do

• 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 gross sales (new assets) and increase AUM on advisory platforms.
• Maintain client focus and commitment to profitability, competitiveness, increasing assets, client satisfaction, and greater awareness of the Ameritas Managed Accounts Platform.
• Will have an entrepreneurial, profit and loss business orientation that enables the candidate to be a solutions-based business partner to the advisors. This will include an understanding of the broader business concepts facing an advisor to properly run a practice, and the ability to evaluate and identify areas of opportunity to utilize and leverage the services of the Ameritas Enterprise to produce greater levels of efficiency and effectiveness for the advisors.
• Communicate to current advisors an in-depth understanding of a comprehensive wealth management business model and articulate the values/benefits of the firms programs and products.
• Utilize needs-based consulting skills to identify the needs of the advisor and provide an opportunity for those needs to be met through the development of a fee-based business model and utilization of the Ameritas Managed Accounts Platform. Support advisor in designing an implementation plan to transition business to fee-based model.
• Actively participate in company delivered coaching programs to promote concepts and tactics that guide a potential fee-based advisor to discover his/her needs and offer the best possible solution to ensure his/her needs are fulfilled.
• Partner with the Ameritas RVP/DVP team during HOVs and sales calls to promote Ameritas Managed Account Platform and advisory services to advisors.
• Extensively collaborate with key constituents across the organization including Recruiting, Relationship Management Teams, Wealth Management areas, Practice Management, Enterprise planning staff, marketing, and other shared services tams.
• Contribute to the growth of an advisors practice across varying stages from inception to mature growth, while establishing relationships with new or existing advisors, across a range of size and production level.
• Maintain a strong presence at regional and national conferences through attending and presenting at all events and identifying and creating opportunities to enhance the Ameritas Managed Account Platform visibility at each event, including OSJ and Branch meetings.

What you bring

• Bachelors degree in finance or a similar business-related field or equivalent combination of education and experience required.
• 5 or more years of securities industry related experience required.
• 5 or more years of experience in field sales, focused on advisory based concepts required.
• Envestnet and ORION platform experience desired.
• FINRA Series 7, Series 65 or 66 required.
• FINRA Series 24 optional or desired.
• CFP, ChFC, or CLU designations all desired.
• A future travel schedule of up to 25% of time will be required.

What We Offer

• Our company motto is Fulfilling Life and we take that job seriously, with a heavy commitment to volunteering and community support, employee well-being, and providing quality products and services that help our customers create a brighter future.
• Being a mutual-based organization, the return on our investment goes back into the company, to benefit our members/customers.
• Were committed to professional development, opportunity, inclusion and diversity. Team building and collaboration are also priorities.
• A total rewards package with all the comprehensive health and welfare benefits youd expect, including competitive pay and incentives, 401(k), flexible work schedules and time off to care for yourself and others.
• Additional popular benefits, including tuition reimbursement, and student loan repayment, an incentivized well-being program, adoption assistance, paid time off for volunteering, training, and career development opportunities.

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, were 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.

Salary Range $101,574 to $167,596 per year.