Advisor Consultant, Cross-Channel, Pac NW
About The Position
The Cross-Channel Advisor Consultant is responsible for furthering the growth of NB’s platform through strategic relationship building and business development initiatives with Edward Jones, Commonwealth, Northwestern Mutual, Osaic, Stifel, RBC, and other regional/independent advisors in the Pac NW Region - Washington, Oregon, Montana, Wyoming, Colorado, and Idaho. The Cross-Channel Advisor Consultant must possess excellent interpersonal, organizational, and communication skills, a deep understanding of investments and capital markets, and the ability to work effectively in a collaborative environment, with both internal and external stakeholders.
Requirements
- Minimum of 5 years’ client-facing experience, ideally from within a structured, intermediary distribution business
- Strong relationship management and business development skills; existing Cross-Channel relationships a plus
- Strong fixed income/ETF background with a fundamental understanding of alternatives desired
- Ability to effectively communicate and position complex financial instruments and investment processes
- Comfortable working in a fast-paced, dynamic, evolving environment; capacity and ability to adjust to multiple demands and shifting priorities
- Strong organizational skills with keen attention to detail and follow-up
- Demonstrated strategic thinking, strong verbal and written communication skills
- Ability to extensively collaborate within internal teams
- Desire to contribute to the building of a nascent business
- Series 7, 63/65, and 31 or Series 7, 66, 31 licenses required
Nice To Haves
- CFP, CIMA, and/or CFA/CAIA desired
Responsibilities
- Effectively profile clients, developing a deep understanding of their specific investment goals, objectives, and processes in the Pac NW region
- Provide insightful commentary regarding market movements, economic and industry trends, product and portfolio updates; offer clients accurate performance attribution, portfolio strategy, and market performance insights; summarize and explain complex financial and economic concepts to educate clients through strategic dialogue
- Liaise with other internal teams (marketing, performance, analytics, operations, legal & compliance) to ensure client needs are met; effectively build and maintain strong working relationships with stakeholders within each function
- Proactively tackle client issues head-on by swiftly engaging the appropriate internal stakeholders to ensure comprehensive and timely solutions
- Possess strong client relationship skills; influence senior clients to grow advocacy with investment teams
Benefits
- We offer a comprehensive package of benefits including paid time off, medical/dental/vision insurance, retirement, life insurance and other benefits to eligible employees.
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
Education Level
No Education Listed
Number of Employees
1,001-5,000 employees
