Regional Consultant

Hilltop Securities is looking to hire a Regional Growth Consultant. The Wealth Management Products and Solutions team provides a comprehensive suite of solutions—including financial planning, income solutions, and fee-based products and services—to registered advisors in Hilltop Securities Private Client Group (PCG), Momentum Independent Network (MIN), and Correspondent firms. Our advisors support high-net-worth and institutional clients. The Regional Growth Consultant will drive increased utilization of the firm’s wealth management solutions by supporting advisors in expanding both new and existing client relationships.

• Proactively work with financial advisors across all channels to support their efforts incorporating the use of financial planning, income solutions, and fee-based advisory services into their practices.
• Act as a consultant to advisors comparing options between different product and service solutions to meet specific client needs.
• Counsel advisors to engage cross-selling opportunities, when appropriate, to achieve investor goals
• Assist with all aspects of solution design, including financial planning, product selection, proposal generation, and support closing the opportunity.
• Participate in conference calls or appointments with the advisor and client.
• Cultivate advisor relationships to grow retail efforts across varying products on the Wealth Management platform.
• Interacts with other team members and Hilltop divisions to coordinate the delivery of service to clients
• Markets holistic product and advisory services to Financial Advisors.
• Assist with delivering advisor training on the suite of products, platform and services. This may include development of the training.
• Support recruiting efforts by prospective advisors or correspondents to educate them on our on our holistic product solutions.
• Maintain current knowledge of investment managers, product enhancements and industry trends.
• Assist with special projects and tasks as assigned.

• 5 years or more of financial services experience
• Series 7 and Series 65 or 66 required.
• CFP Designation preferred
• Insurance License or willingness to obtain
• Strong client service skills and interpersonal skills (communicative and outgoing), including the abilities to elicit information, actively listen, and clearly communicate.
• Must be able to provide complete and concise explanations of products to advisors and clients.
• Detail oriented with excellent organization skills, follow through skills and ability to multi-task.
• Excellent analytical, communication skills both verbal and written.
• Ability to work under pressure in a fast-paced and deadline-oriented environment.
• Strong computer skills required with experience in Microsoft Office.
• Previous experience making sales presentations to small groups.
• Travel will be required for training and client appointments
• Prior experience with the Envestnet platform, Money Guide Pro , and Redtail a plus

At Hilltop Securities, we believe in building noble and collaborative relationships that enrich the financial future of individuals, businesses and communities. With an extensive portfolio of products, we deliver a broad range of investment banking and related financial services that help our clients achieve their definition of success. As a subsidiary of Hilltop Holdings, which also encompasses Plains Capital Bank, and Prime Lending, we have the financial strength and stability that has withstood the test of time.

Our nationwide presence in 400 locations across 44 states provides our associates with extensive opportunities to grow their careers in a diverse organization that truly values relationship capital above all else.

Hilltop Securities’ Wealth Management department values its relationship-based approach to serving clients. Through our Private Client Group, we provide highly customized sound financial planning across a range of investment objectives and products. Our Wealth Management professionals deliver a full suite of services for investors such as helping to build wealth, analyzing financial status and goals, advising on investment strategies, developing new business…