Role Overview

Tekvaly is hiring a Wealth Management Sales Consultant for its client operating within the Financial Services and Investment Management sector in the United States. This role is designed for an experienced financial services sales professional focused on selling investment and wealth management solutions while building long-term relationships with affluent clients.

The position offers a supportive sales environment and strong long-term growth opportunities for individuals seeking to advance their career within investment management.

Who We Are

Tekvaly is a global software development and IT consulting company delivering high-quality offshore and onshore technology solutions. We partner closely with our clients to drive innovation, scalability, and long-term business success through deep domain expertise and modern technology practices. Our approach is built on understanding client needs and delivering services that create lasting value. At Tekvaly, our customers are our partners, and we grow together.

Requirements

• 5+ years of professional experience in financial services sales, wealth management, investment advisory, or related fields.
• Proven track record of success in retail investment or wealth management product sales
• Experience working with affluent and high-net-worth individual clients.
• Background in financial advisory, banking, wealth management, or investment management environments.
• A Bachelor's degree is required in Finance, Accounting, or a related field is required; MBA preferred.

Responsibilities

• Build and manage long-term relationships with affluent and high-net-worth individual clients.
  
• Promote and sell investment and wealth management solutions using a consultative sales approach.
• Identify new business opportunities through proactive client engagement and relationship development.
• Work closely with internal teams to ensure high-quality client service and ongoing support.
• Maintain up-to-date knowledge of investment products, market trends, and client needs.
• Achieve sales and growth objectives through ethical and relationship-driven selling practices.

Soft Skills We Like to See

• Strong communication and presentation skills
• Client-focused and relationship-oriented mindset
• High level of professionalism and integrity
• Ability to work independently while collaborating with internal teams
• Adaptability and motivation to grow within a performance-driven environment

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We We thank all candidates for their interest however only those selected for an interview will be contacted.

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