About this role
Regional VP, Wealth Management Consultant at Allworth Financial. Location: Dallas or Addison. Role: review prospect, prepare agenda, engage clients Requirements: 5+ years client-facing wealth management experience; proven success closing new business; CFP/ChFC preferred; Series 7/63/65 and Life licensed; BA/BS or master’s degree preferred; strong communication and tech skills. Category: Business Development Seniority: Senior Level Tools: MoneyGuidePro, Salesforce, Tamarak, Zoom Certifications: series 7, series 63/65, life insurance, certified financial planner (cfp), chartered financial consultant (chfc) Commitment: Full Time Workplace: Hybrid Languages: English