Wealth Management Consultant – Southeast

Cnect

Wealth Management Consultant engaging and managing relationships with Advisors in the Southeast Region. Role focuses on driving growth and advisor retention, requiring travel within specified states.

Posted 4/24/2026full-timeRemote • Alabama, Florida, Louisiana, Mississippi • 🇺🇸 United StatesMid-LevelSenior💰 $80,000 - $100,000 per yearWebsite

About the role

Key responsibilities & impact

Serve as the primary owner of the Advisor relationship
Develop and execute proactive engagement plans
Drive organic growth and advisor retention
Collaborate closely with business development teams
Proactively identify and create opportunities to connect Advisors with subject matter experts
Ensure seamless support and resolution by partnering with the Service Escalation Specialist.

Requirements

What you’ll need

Bachelor’s Degree
Minimum 6 years of Relationship & Sales Experience
Series 7, 66, or 63/65 combo, and/or 24 FINRA Licenses.

Benefits

Comp & perks

Competitive salary
Performance-based bonus
Health insurance
Flexible work arrangements
Professional development opportunities

ATS Keywords

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Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Soft Skills

relationship managementsales experiencecollaborationproactive engagementproblem resolution

Certifications

Series 7Series 66Series 63Series 65FINRA Licenses