Financial Consultant – Tampa/Orlando Territory

Aristotle Capital Management • Tampa, FL

2d • $85,000 - $125,000 • Remote

About The Position

Aristotle is a majority employee-owned investment management organization specializing in equity and fixed income portfolio management for institutional and advisory clients. The Financial Consultant supports distribution of Aristotle’s mutual funds, ETFs, and separately managed accounts, primarily to independent financial advisors across multiple states. The role partners with approximately 10–13 field wholesalers throughout the sales cycle, from prospecting and advisor outreach through opportunity development, relationship management, and closing business.

The position is remote, but candidates must currently reside within the Tampa or Orlando metropolitan areas to support assigned territories and business needs. It requires extensive travel, including travel with field wholesalers to advisor meetings, office visits, presentations, conferences, and other sales activities. The base compensation range is $85,000–$125,000; actual compensation depends on factors including qualifications, experience, skills, education, internal equity, and work location.

Requirements

• At least 3 years of financial services experience.
• Bachelor’s degree.
• FINRA Series 7 and Series 63 licenses.
• Demonstrated 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 Tampa or Orlando 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 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 knowledge of Aristotle’s mutual funds, ETFs, separately managed accounts, investment capabilities, and value proposition.
• Communicate investment strategies and portfolio solutions 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.
• Build an understanding of the independent advisor marketplace and financial professionals’ needs across geographic markets.
• Represent Aristotle Investment Services with advisors, clients, and internal partners.

Benefits

• Comprehensive health, dental, and vision insurance for employees 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