Seminar Presenter

We’re hiring a Seminar Presenter on behalf of our client - a growing independent wealth management firm based in DC, Philly, Boston, New Jersey, or Chicago. The Full-Time Presenter is the face of the firm’s seminar program and will play a pivotal role in its continued growth by leading educational workshops and dinner seminars two to four times per week, connecting with prospective clients, and booking first appointments with the sales team.

The firm helps retirees and pre-retirees with retirement income, tax planning, and estate planning, and much of its new-client growth comes from these events. The ideal candidate is a licensed financial advisor with a proven record on stage, who loves prospecting and relationship building and brings real energy to a room. This role works closely with the marketing team, Business Development Representatives, Client Development Specialists, and the sales team.

• Conduct educational workshops and dinner seminars two to four times per week to bring in prospective clients
• Present hour-long seminars on retirement planning topics, including retirement income, tax planning, and estate planning
• Serve as the face of the firm’s seminar program, creating a polished, trustworthy first impression with every audience
• Scout venues and markets in person
• Research registered attendees before each event to identify top prospects
• Connect with attendees and book prospects for first appointments at the event
• Coordinate with the marketing team, Business Development Representatives, Client Development Specialists, and the sales team so events run smoothly
• Partner with the sales team on handoffs so the best prospects convert to clients

• Licensed financial advisor with demonstrated success presenting
• Public speaking experience, with 12 or more seminar campaigns in the last year
• Comfort with the travel and evening schedule this role requires

• A typical week with two campaigns includes a day seminar and an evening seminar on back-to-back days
• Once or twice a quarter, a week may include evening events on three nights
• Evening events at least two nights per week
• Travel at least once or twice per month, depending on home market

• Base salary of $90,000 to $125,000, depending on experience
• Commission based on premium generated from events
• Total compensation potential of up to $200,000
• Full benefits details (health, retirement, and time off) shared during the interview process

This is a fully, remote role based in DC, Philly, Boston, New Jersey, or Chicago, with regular travel and evening events. Our client is a growing, advisor-led firm with multiple offices, where marketing, business development, and sales teams work closely together to turn seminar audiences into lasting client relationships.