Internal Advisor Consultant
About The Position
The Internal Advisor Consultant proactively builds business partnerships with financial advisors in a defined geographic territory. Working closely with Advisor Consultants, the role helps maintain current client assets, drive sales, cross-sell advisors, and convert prospects into clients. The consultant meets daily outbound-call goals, handles email correspondence and advisor follow-ups, stays current with portfolio and industry developments, and develops expertise in the company’s products and services. The role supports the US Wealth Advisory Group’s campaigns and initiatives across products including Managed Accounts, Mutual Funds, Closed End Funds, Exchange Traded Funds, Alternatives, and DCIO. It requires securities sales experience and the specified FINRA registrations. The position is classified as Career Level 6IC.
Requirements
- At least 2 years of experience in securities sales within the financial services industry.
- Series 7 and Series 66 registrations, or the combination of Series 63 and Series 65.
- Strong combination of sales and analytical skills.
- Significant knowledge of financial markets, including equity and fixed income, and ability to articulate investment discipline with a deep understanding of the process and specific portfolios.
- Excellent written and verbal communication skills.
- Ability to profile clients.
- Excellent planning, organization, and time-management skills, including the ability to analyze and prioritize large amounts of information.
Nice To Haves
- At least 3 years of experience in the financial services industry.
- Bachelor’s degree.
- University degree preferred.
- Strong combination of sales and analytical skills.
Responsibilities
- Partner with Advisor Consultants to develop consultative relationships with financial advisors, branch office managers, and sales managers, and grow company product market share in the assigned territory.
- Coordinate with Advisor Consultants to develop business and territory management plans.
- Initiate outbound calls, send emails, and participate in web conferences with clients and prospects to market, educate, and promote company products.
- Profile advisors and maintain a solid understanding of the company sales process.
- Manage the team’s pipeline and lead weekly calls to review follow-ups and opportunity movement through the pipeline.
- Collaborate with the internal team and share best practices.
- Document advisor activity in the customer management system and update calendars.
- Support US Wealth Advisory Group campaigns, initiatives, and blitzes across the product suite, including Managed Accounts, Mutual Funds, Closed End Funds, Exchange Traded Funds, Alternatives, and DCIO.
- Meet daily outbound call goals and conduct advisor follow-ups.
- Stay current with portfolio and industry developments and master company product and service solutions.
Benefits
- Superior retirement program.
- Competitive health, wellness, and work-life offerings.
- A comprehensive Total Rewards package supporting physical, emotional, and financial well-being.
- Potential participation in performance-linked incentive programs, depending on the role.
Stand Out From the Crowd
Upload your resume and get instant feedback on how well it matches this job.
What This Job Offers
Job Type
Full-time
Career Level
Entry Level
Education Level
No Education Listed
