Internal Advisor Consultant
About The Position
The Internal Advisor Consultant proactively builds business partnerships with advisors in a defined geographic territory. Working closely with the Advisor Consultant, the role helps maintain current client assets, drive sales, cross-sell to advisors, and convert prospects into clients. Responsibilities include meeting daily outbound call goals, corresponding by email, and following up with advisors. The consultant stays current on portfolio and industry developments and develops expertise in company 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 also contributes to territory planning, pipeline management, client profiling, and collaboration across the internal team.
Requirements
- At least 2 years of experience in securities sales within the financial services industry.
- Series 7 and Series 66, or the combination of Series 63 and Series 65.
- Excellent written and verbal communication skills.
- Ability to profile clients.
- Strong planning, organization, and time-management skills, including the ability to analyze and prioritize large amounts of information.
- Knowledge of financial markets, including equity and fixed income, and ability to articulate investment discipline and demonstrate a deep understanding of investment processes and specific portfolios.
Nice To Haves
- 3 or more years of experience in the financial services industry.
- Bachelor's degree.
- A 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.
- Make outbound calls, send emails, and conduct 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 progress through the pipeline funnel.
- 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 sales 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 follow up with advisors.
- Stay current on portfolio and industry developments and master company product and service solutions.
Benefits
- Comprehensive Total Rewards package.
- Superior retirement program.
- Competitive health, wellness, and work-life offerings.
- Potential participation in performance-linked incentive programs, depending on the role.
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What This Job Offers
Job Type
Full-time
Career Level
Entry Level
Education Level
No Education Listed
