Role Overview

This opportunity is positioned for a high-performing sales professional focused on delivering investment solutions within a well-established asset management environment. The Wealth Management Sales Consultant will be responsible for driving revenue growth by engaging with individual investors and building long-term client relationships within a defined market.

The role emphasizes consultative selling, client trust, and consistent performance in a competitive financial services landscape. The successful individual will operate with strong internal support while maintaining ownership of client engagement and sales outcomes.

Your Core Focus

• Develop and manage relationships with individual investors, with a focus on high-net-worth clients

• Deliver investment strategies and financial solutions aligned to client goals and risk tolerance

• Drive new business acquisition through proactive outreach and relationship-building efforts

• Maintain consistent sales performance within a structured investment sales environment

• Collaborate with internal teams to support client onboarding and ongoing service delivery

• Stay informed on market trends and investment products to effectively position offerings

• Manage the full sales cycle from prospecting through closing and relationship expansion

• Maintain accurate documentation of client interactions and sales activities

• Uphold compliance standards and regulatory requirements within financial services sales

Technical Background

• Experience in financial product sales within wealth management, banking, or investment advisory environments

• Strong understanding of investment vehicles and client portfolio considerations

• Familiarity with sales processes tailored to individual investors, particularly in the retail investment space

• Ability to communicate complex financial concepts in a clear and client-focused manner

Education & Experience

• Bachelor’s degree required

Candidates typically bring between 5 and 20 years of experience in financial services sales, with demonstrated success working with individual investors. Advanced education, such as an MBA, may be considered an asset.

Nice-to-Have Qualifications

• Experience working with affluent or high-net-worth client segments

• Demonstrated history of achieving or exceeding sales targets

• Strong interpersonal and communication skills

• Ability to operate independently while leveraging internal support structures

Preferred Experience May Include

• Background in investment advisory, private banking, or wealth management environments

• Exposure to performance-driven sales environments with variable compensation structures

• Experience transitioning into roles with increased earning potential and client responsibility

Travel

This position does not require overnight travel

Location & Mobility

Candidates are expected to be based in the Dallas, Texas metropolitan area. Relocation support is not available for this role.

Compensation

• Base salary and commission structure aligned to individual performance and revenue generation

• Full-time position with standard employee benefits

Compensation Consideration

• Total earnings are influenced by sales performance, client portfolio growth, and overall contribution to business development

• Compensation structure, including base salary and commission components, may be adjusted at the employer’s discretion based on experience, qualifications, and market conditions

Consider This Before Applying

Please include the phrase “investment strategies” at the beginning of your application or cover letter to confirm you have reviewed the full job description and can follow application instructions. Applications without this phrase may be deprioritized during initial review.

• This is a performance-driven sales role where outcomes are directly tied to individual effort and client engagement

• Success requires comfort working with affluent clients and navigating complex financial discussions

• Individuals seeking highly structured, non-sales environments or limited client interaction may find this role less aligned

What to Expect Next

• Submit your resume in Word format (.doc or .docx)

Each application will be reviewed by the recruitment team. Candidates whose experience closely aligns with the role will be contacted regarding next steps. Due to application volume, follow-up is not guaranteed for all submissions.