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

Compensation

Benefits & Perks

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.

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