Ameritas
Regional Wealth Management Consultant - Remote USA Position-Ameritas HQ isLincol
Ameritas, Lincoln, Nebraska, United States, 68511
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Regional Wealth Management Consultant
#5553
Multiple Locations
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Position Locations
Remote USA Position-Ameritas HQ is Lincoln, Nebraska, United States
Lincoln, Nebraska, United States
Area of Interests
Investments
Full-Time/Part Time
Full-time
Job Description
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. About this Position's Pay
The pay range posted reflects a nationwide minimum to maximum covering all potential locations where the position may be filled.
The final determination on pay for any position will be based on multiple factors including role, career level, work location, skill set, and candidate level of experience to ensure pay equity within the organization. This position will be eligible to participate in our comprehensive benefits package (see above for details).
This position will be eligible to participate in our Short-Term Incentive Plan with the annual target defined by the plan.
Job Details
Pay Range
Pay Range
The estimated pay range for this job. Disclosing pay information promotes competitive and equitable pay. The actual pay rate will depend on the person's qualifications and experience.
$103,808.00 - $171,284.00 / year
Pay Transparency
Pay transparency is rooted in principles of fairness, equity, and accountability within the workplace.
Sharing pay ranges for job postings is one way Ameritas shows our commitment to equitable compensation practices.
Regional Wealth Management Consultant
#5553
Multiple Locations
Apply
X
Copy
Position Locations
Remote USA Position-Ameritas HQ is Lincoln, Nebraska, United States
Lincoln, Nebraska, United States
Area of Interests
Investments
Full-Time/Part Time
Full-time
Job Description
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. About this Position's Pay
The pay range posted reflects a nationwide minimum to maximum covering all potential locations where the position may be filled.
The final determination on pay for any position will be based on multiple factors including role, career level, work location, skill set, and candidate level of experience to ensure pay equity within the organization. This position will be eligible to participate in our comprehensive benefits package (see above for details).
This position will be eligible to participate in our Short-Term Incentive Plan with the annual target defined by the plan.
Job Details
Pay Range
Pay Range
The estimated pay range for this job. Disclosing pay information promotes competitive and equitable pay. The actual pay rate will depend on the person's qualifications and experience.
$103,808.00 - $171,284.00 / year
Pay Transparency
Pay transparency is rooted in principles of fairness, equity, and accountability within the workplace.
Sharing pay ranges for job postings is one way Ameritas shows our commitment to equitable compensation practices.