Financial Consultant – Philadelphia Territory

Aristotle Capital Management • Philadelphia, PA

2d • $85,000 - $125,000 • Remote

About The Position

Aristotle is hiring a Financial Consultant to support distribution of its mutual funds, ETFs, and separately managed accounts, primarily to independent financial advisors across multiple states. The consultant partners with approximately 10–13 field wholesalers throughout the sales cycle, from identifying and prospecting opportunities to advancing relationships and helping close business. This is a remote position for a candidate currently residing in the Greater Philadelphia metropolitan area, with extensive travel to support assigned territories and business needs.

Requirements

• At least 3 years of financial services experience.
• Bachelor's degree.
• FINRA Series 7 and Series 63 licenses.
• Interest in developing a long-term career in investment management sales.
• Ability and willingness to travel 75% or more of the time, including for advisor meetings, field sales activities, conferences, and other business-related events.
• Strong verbal and written communication skills.
• Excellent interpersonal skills and ability to establish credibility and build relationships with financial advisors.
• Strong organization skills and ability to manage multiple territories, wholesalers, opportunities, and priorities simultaneously.
• Currently reside within the Greater Philadelphia metropolitan area.

Nice To Haves

• Experience on an internal sales or wholesaling desk at an asset management firm.
• Experience with mutual funds, ETFs, separately managed accounts, or other investment products.
• Progress toward CFP, CIMA, or CFA.

Responsibilities

• Partner with approximately 10–13 field wholesalers to drive sales activity and business development across their territories.
• Participate in all stages of the sales process, including prospecting, advisor outreach, opportunity development, relationship management, and closing business.
• Identify and develop new relationships with independent financial advisors and deepen existing relationships.
• Travel with field wholesalers to advisor meetings, office visits, presentations, conferences, and other sales activities.
• Develop a strong understanding of Aristotle's mutual funds, ETFs, separately managed accounts, investment capabilities, and value proposition.
• Communicate investment strategies and portfolio solutions effectively to financial professionals.
• Follow up consistently on sales opportunities and help move prospects through the sales pipeline.
• Coordinate activity across multiple wholesalers and territories while maintaining organization and accountability.
• Develop an understanding of the independent advisor marketplace and financial professionals' needs across different geographic markets.
• Represent Aristotle Investment Services with advisors, clients, and internal partners.

Benefits

• Comprehensive health, dental, and vision insurance for the employee and dependents.
• 401(k) with employer matching.
• Paid time off, including an annual Employee Volunteer Day.
• Life, Critical Illness, Disability, and Accidental Injury Insurance.
• Employee Assistance Program.
• Inclusive and supportive workplace culture.
• Company events and employee discount programs.

What This Job Offers

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