Regional Wealth Management Consultant

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:

• 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.
• Maintain client focus and commitment to profitability, competitiveness, increasing assets, client satisfaction, and greater awareness of the Ameritas Wealth Platform.
• Communicate to current advisors an in-depth understanding of a comprehensive wealth management business model and articulate the values/benefits of the firm’s programs and products.
• 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.
• 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.
• Contribute to the growth of an advisor’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.
• 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.

What you bring: 

• Bachelor’s degree in finance or a similar business-related field or equivalent combination of education and experience required.
• 4 or more years of securities industry related experience required.
• 4 or more years of experience in field sales, focused on advisory based concepts required.
• Strong sales acumen, competitive mindset, desire to help others.
• Envestnet and ORION platform experience strongly desired.
• FINRA Series 7, Series 65 or 66 required.
• CIMA, CFP, or ChFC designations desired.
• Travel of 10% to 25% of time will be required. Must live within a reasonable distance of a major airport.

What we offer: 

A meaningful mission. Great benefits. A vibrant culture 

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.

At Ameritas, you’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’t: 

Ameritas Benefits

For your money: 

• 401(k) Retirement Plan with company match and quarterly contribution
• Tuition Reimbursement and Assistance 
• Incentive Program Bonuses 
• Competitive Pay 

For your time: 

• Flexible Hybrid work
• Thrive Days - Personal time off
• Paid time off (PTO)

For your health and well-being: 

• Health Benefits: Medical, Dental, Vision 
• Health Savings Account (HSA) with employer contribution
• Well-being programs with financial rewards
• Employee assistance program (EAP)

For your professional growth: 

• Professional development programs
• Leadership development programs
• Employee resource groups
• StrengthsFinder Program

      For your community:

• Matching donations program
• Paid volunteer time– 8 hours per month

For your family: 

• Generous paid maternity leave and paternity leave
• Fertility, surrogacy and adoption assistance
• Backup child, elder and pet care support

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’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.