Analyst, Advisory Associate

Future Standard • Philadelphia, PA

3d • Onsite

About The Position

Associates will participate in our Internal Advisory Consultant Sales Training program, which is designed to educate and train colleagues to develop into an internal wholesaler role. Extensive training on our sales process, along with education on the complexities of alternative investment products, private debt, and equity markets will be provided. This is an entry level role for motivated candidates who are interested in a sales career within financial services.
The Advisory Associate is an integral part of the business development and distribution team. This role partners and supports business development team members, who are composed primarily of internal and external sales professionals.

Requirements

• Bachelor's degree required.
• Genuine interest in sales, wholesaling, and the investment management industry.
• FINRA SIE, Series 7 & Series 63 licenses required, will need to obtain within the first 90 days of employment.
• Effective and professional verbal and written communication skills.
• Intellectual curiosity with the ability to apply what is learned; willing to develop effective persuasion, relationship management, and interpersonal skills
• Ability to operate comfortably and effectively in a fast-paced, team-oriented environment.
• Working knowledge of Microsoft Office. Familiarity with database management tools such as Salesforce and Tableau.
• Strong organizational skills and the ability to track and manage sales activities.

Nice To Haves

• Desire and ability to obtain advanced financial designations.

Responsibilities

• Participate in training to learn and master techniques of the Consultative Selling Process to move prospects, qualify leads, and sell within assigned territories.
• Become a trusted consultant and relationship manager by establishing trust, credibility, and rapport with Future Standard sales professionals and assigned advisors.
• Maintain prospect database and assist with call campaigns, events, meetings, and scheduling efforts.
• Utilize and leverage video technologies to promote Future Standard funds.
• Coordinate with Marketing as it relates to email campaigns, product messaging and support materials.
• Develop ongoing financial acumen as it pertains to the complexities of the securities industry, alternative investments, and private debt/equity markets.

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level