Regional Wealth Solutions Consultant

Candidate Experience Site - Lateral; Chicago (IL); On-site; USD 75,000 - 110,000; Full time

Benefits offered by this job

Commission-based compensation

Job summary

Goldman Sachs Asset & Wealth Management in Chicago seeks a Regional Consultant (internal wholesaler) to engage financial advisors, present GSAM solutions, and drive capital formation in a dynamic sales role.

You will work in the Independent Advisor Channel and Investment Consulting Group, building relationships, conducting tele-sales, virtual meetings, and occasional travel to expand client coverage.

Qualifications

• At least 2 years successful sales experience.
• General financial service industry experience.
• Bachelor's degree.
• Series 7 and Series 63 licensed or obtained within 3 months of joining.
• Excellent interpersonal skills and ability to work efficiently with others.
• Commercially oriented.
• Excellent verbal communication and presentation skills.
• Project management skills.

Responsibilities

• Profile advisors to understand practice, clients, and investment process.
• Conduct proactive telephone and virtual sales presentations to top tier clients.
• Partner with Regional Directors to manage an assigned territory in the U.S.
• Build relationships with advisors primarily through telephone and virtual engagements.
• Provide portfolio construction and practice management support.
• Execute consistent follow up with advisors to advance sales.
• Demonstrate organized territory management and sales skills.

Skills

2+ years sales experience

Financial services experience

Asset management knowledge

Interpersonal skills

Verbal communication

Project management

Presentation skills

Education

Bachelor's degree

Job description

Goldman Sachs Asset & Wealth Management in Chicago seeks a Regional Consultant (internal wholesaler) to engage financial advisors, present GSAM solutions, and drive capital formation in a dynamic sales role.

You will work in the Independent Advisor Channel and Investment Consulting Group, building relationships, conducting tele-sales, virtual meetings, and occasional travel to expand client coverage.