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Generational Group · 15 hours ago

Wealth Strategy Consultant

Richardson, TX

Full-time

Hybrid

Mid, Senior Level

$80K/yr - $180K/yr

Generational Wealth Advisors, a registered investment advisory firm and part of the broader Generational Group, is seeking an experienced Wealth Strategy Consultant to convert qualified M&A clients into wealth management relationships. The role focuses on consultative sales, leading structured client conversations, and securing client engagement while collaborating closely with internal teams.

ConsultingFinancial Services

Responsibilities

Lead discovery and pitch conversations with M&A clients to introduce Generational Wealth Advisors’ pre-sale planning and wealth management services

Clearly communicate the value of integrated personal financial planning as part of the broader M&A journey

Guide prospects through a consultative sales process from initial conversation through commitment

Maintain consistent follow-up and momentum throughout the sales cycle to drive close rates

Execute clean, professional handoffs to Wealth Advisors after engagement is secured

Operate within Generational’s established sales and client-conversion framework

Provide feedback and insights to improve messaging, process efficiency, and close rates

Identify common client concerns or objections and refine positioning accordingly

Partner with internal teams to align timing and messaging with key M&A milestones

Work closely with M&A front-end and deal teams to identify appropriate timing and opportunities for wealth management conversations

Coordinate with internal advisors, CPAs, and attorneys to ensure a seamless client experience

Translate complex financial, tax, and estate planning concepts into clear, actionable discussions focused on client outcomes

Represent Generational Wealth Advisors professionally in client meetings, both in-office and on-site with prospects

Reinforce Generational’s reputation for thoughtful planning, integrity, and client-first advice

Support broader growth initiatives through consistent, high-quality client interactions

Qualification

Client-facing advisory salesProfessional services salesComplex financial decision-makingCommunicationObjection-handling skillsExecutive presenceActive listeningTeam-oriented mindset