Internal Sales Specialist – Investment Strategy
Wealth Enhancement Group
full-time
Posted on:
Location Type: Remote
Location: United States
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Salary
💰 $75,000 - $85,000 per year
About the role
- Schedule introductory and follow‑up meetings with prospects interested in Strategy solutions
- Serve as a primary point of contact for prospects during the pre‑engagement phase
- Complete and/or coordinate required KYC, intake, and suitability documentation
- Collect, organize, and maintain prospect data, notes, and documentation for each case
- Manage onboarding from start to finish, including submitting onboarding tasks, tracking documentation and required signatures, and communicating timelines and next steps to clients and advisors
- Schedule post‑onboarding meetings with clients and advisors
- Maintain accurate and complete records in Salesforce and other internal systems
- Complete additional tasks or projects assigned by Strategy‑Only Advisors or Program Leadership
Requirements
- Bachelor’s degree (or equivalent experience) in business, financial services, or related field
- Minimum 4 years applicable experience, ideally in financial services
- FINRA Series 65 preferred
- Basic knowledge of RIA and custodial platforms and investment products
- Strong oral, written and presentation skills
- Ability to train and coach others
- Experience with Microsoft Office suite and Salesforce
- Must be in good compliance standing with all rules, regulations, and policies
Benefits
- Training and professional development
- Medical, dental and vision coverage (Available to full-time employees and their families)
- Health Savings Account (HSA) with employer contribution and Flexible Spending Accounts (FSA) for medical, dependent, and transit expenses
- Life and AD&D insurance – employer paid and voluntary options
- Short-term and long-term disability, workers compensation – employer paid
- 401k with match and profit sharing
- Wellness programs and resources
- Voluntary benefits, including pet insurance
- 18 days of paid time off (PTO), accrued annually (25 PTO days after 4 years of service)
- 12 paid holidays each year (10 pre-determined and 2 floating days)
- Paid parental leave and paid caregiver leave (Caregiver leave available after 6 months of tenure)
- Reimbursement for tuition, licensing, and other credentials (Available after meeting service requirements)
Applicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills & Tools
KYC documentationintake documentationsuitability documentationonboarding managementprospect data organizationinvestment products knowledgeRIA platforms knowledgecompliance knowledge
Soft Skills
oral communicationwritten communicationpresentation skillstraining abilitycoaching ability
Certifications
Bachelor's degreeFINRA Series 65