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Wealth Management Product Solutions Consultant
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Full-time
- The Product Solutions Consultant will be part of the Wealth Management Product Solutions team supporting financial professionals in understanding how to implement various investment strategies and products into their practice.
- To support advisor and client investment challenges, the Product Solutions Consultant must have a deep working knowledge of major product lines such as mutual funds, annuities, alternative investments and others, an ability to connect investor challenges to product solutions, and educate financial professionals on how to implement these solutions into their practice.
- Product Solutions Consultant will provide education to advisors through in-bound and outbound phone activity, support key institution training opportunities, manage webinars, etc.
- Act as Subject Matter expert for the product lines supported by the team consisting of, but limited to, annuities, mutual funds, 529s, alternative investments, structured products, and donor advised funds.
- FINRA series 7 securities registration; Life, Accident & Health licenses; Series 65 or 66 a plus.
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