VP Wealth Consultant - Coral Gables, FL

Primary Responsibilities

• Manage all sales activities within assigned geographic territory to exceed revenue objectives.
• Develop annual business plans and regional strategies to maximize client acquisition and retention.
• Partner with CWM leadership on joint sales calls, proposal development, presentations, and pricing consultation.
• Generate new business through prospecting, lead generation, and client conversion within custodial referral programs.
• Travel regionally to conduct meetings, present CWM solutions and services, and communicate value propositions to referral partner representatives.
• Deliver regular presentations of CWM services to referral partner associates at their offices and regional events.
• Differentiate CWM from competitors by highlighting commitment to value-added wealth management performance and exceptional client service.
• Present investment strategies and wealth management solutions to prospective clients and referral partner associates, ensuring clear communication of benefits and outcomes.
• Cultivate community relationships and centers of influence to generate leads, facilitate introductions, and drive business development beyond referral programs.

Preferred Qualifications

• Bachelor's degree required.
• Based in or willing to relocate to Chicago, Miami, or Atlanta metropolitan areas, or demonstrated ability to effectively cover these markets through established relationships and regular travel.
• 8+ years financial services experience required; 4+ years intermediary sales/external wholesaling experience preferred.
• Series 65 and CFP designations required.
• Proven history selling financial products and solutions to new and existing clients.
• Experience collaborating across organizational levels, particularly with executive decision-makers.
• Demonstrated expertise in sales cycle management and process facilitation.
• Strong problem-solving, negotiation, and persuasive communication abilities.
• Excellent written communication skills with ability to adapt messaging for diverse audiences.
• Effective presentation skills for both individual and group settings in formal and informal environments.
• Proficiency in CRM systems with ability to demonstrate and document robust sales pipeline.
• Proven ability to build and maintain professional relationships with clients, prospects, and internal/community contacts.