Advisor Success Consultant - Innovative Wealth Solutions Leader

Advisor Success Consultant - Innovative Wealth Solutions Leader

We are looking for an experienced Advisor Success Consultant to play a key role in helping financial professionals expand their businesses and strengthen client relationships. In this role, you’ll work closely with a portfolio of advisors, equipping them with innovative tools, investment strategies, and practice management resources designed to drive growth and elevate client outcomes.

What You’ll Do

• Partner with advisors to understand their goals and align them with solutions that accelerate business growth.
• Provide consultative expertise on investment strategies, product offerings, and portfolio positioning to support client needs.
• Design and lead initiatives to re-engage advisors who are not currently leveraging the platform.
• Communicate complex financial solutions in a clear and compelling way through presentations at advisor-focused events.
• Collaborate across teams to ensure a seamless experience for advisors while expanding adoption of resources and technology.
• Travel up to 30% to attend industry events, client meetings, and territory engagements.

What You Bring

• Strong organizational skills with the ability to thrive in a fast-moving, client-focused environment.
• 4+ years of proven success in financial services, including consultative sales by phone and in person.
• Active FINRA licenses:
  Series 6, 63, and 65, or Series 7 and 66 (required).
• Proficiency in Salesforce or similar CRM platforms to manage advisor pipelines and track territory performance.
• Strong ability to evaluate investment platforms and provide tailored recommendations.
• A collaborative mindset balanced with the independence to work autonomously and drive results.
• Bachelor’s degree in finance, business, or a related field.

Compensation

• Base Salary: $60,000 – $70,000 depending on skills, experience, and location.
• Sales Incentive Plan:
  Annualized target up to $70,000, tied to clear performance metrics.
• Hybrid work arrangement available for candidates near Phoenix, AZ.

Benefits & Perks

• Flexible paid time off and sick leave policies.
• 401(k) with a 6% employer match.
• Medical, dental, and vision coverage with HDHP or PPO options.
• Employer contributions to HSA (HDHP plans only).
• Volunteer time off to support community involvement.
• Career development programs, training, and recognition opportunities.
• Wellness benefits, including fitness reimbursement.
• Hybrid work schedule to support work-life balance.

Why This Role Matters

This role is about more than just sales—it’s about empowering financial advisors to make a difference for their clients. You’ll be part of a mission-driven team that values integrity, excellence, respect, and collaboration
. Here, innovation is encouraged, great ideas are celebrated, and your work directly contributes to helping advisors deliver outstanding client service while building stronger businesses.