Wealth Dis Internal Advisor Consultant
About The Position
Wealth Distribution Internal Advisor Consultant The Wealth Distribution Internal Advisor Consultant proactively builds business partnerships with advisors in a defined geographic territory. This job partners closely with the Advisor Consultant to maintain current client assets, drive sales, cross sell advisors and convert prospects to clients. The Wealth Distribution Internal Advisor Consultant is responsible for meeting daily outbound call goals, email correspondences and advisor follow ups. In this role, the Wealth Distribution IAC stays current with portfolio and industry developments and masters all company product and service solutions. Key Responsibilities and Duties Partners with Advisor Consultant(s) to develop consultative relationships with Financial Advisors, branch office managers and sales managers, and to grow market share of company products with the assigned territory. Partners and coordinates with Advisor Consultant on developing business and territory management plans. Initiates outbound calls, email and engages in web conferences with top clients and prospects to market, educate and promote the company suite of products. Profiles advisors and maintains a solid understanding of the company sales process. Manages the team's pipeline and leads weekly calls to discuss follow ups and movement of opportunities through the pipeline funnel. Collaborates across the internal team and shares best practices with team members. Documents all Advisor activity in customer management system and updates calendars. Supports US Wealth Advisory Group broader campaigns, initiatives and blitzes as needed on the entire product suite including Managed Accounts, Mutual Funds, Closed End Funds, Exchange Traded Funds, Alternatives, DCIO, etc. Educational Requirements University (Degree) Preferred Work Experience 2+ Years Required; 3+ Years Preferred FINRA Registrations SRC Indicator: Series 7; Series 63; Series 65; Series 66 Physical Requirements Physical Requirements: Sedentary Work Career Level 6IC Related Skills Business Development, Capital Markets, Client Relationship Management, Client Segmentation, Collaboration, Consultative Communication, Digital Savviness, Drives for Results, Nuveen Products/Services Acumen, Sales, Territory Management
Requirements
- 2+ Years Required
- Series 7
- Series 63
- Series 65
- Series 66
- Business Development
- Capital Markets
- Client Relationship Management
- Client Segmentation
- Collaboration
- Consultative Communication
- Digital Savviness
- Drives for Results
- Nuveen Products/Services Acumen
- Sales
- Territory Management
- Sedentary Work
Nice To Haves
- University (Degree) Preferred
- 3+ Years Preferred
Responsibilities
- Partners with Advisor Consultant(s) to develop consultative relationships with Financial Advisors, branch office managers and sales managers, and to grow market share of company products with the assigned territory.
- Partners and coordinates with Advisor Consultant on developing business and territory management plans.
- Initiates outbound calls, email and engages in web conferences with top clients and prospects to market, educate and promote the company suite of products.
- Profiles advisors and maintains a solid understanding of the company sales process.
- Manages the team's pipeline and leads weekly calls to discuss follow ups and movement of opportunities through the pipeline funnel.
- Collaborates across the internal team and shares best practices with team members.
- Documents all Advisor activity in customer management system and updates calendars.
- Supports US Wealth Advisory Group broader campaigns, initiatives and blitzes as needed on the entire product suite including Managed Accounts, Mutual Funds, Closed End Funds, Exchange Traded Funds, Alternatives, DCIO, etc.
Benefits
- The organization is committed to making financial well-being possible for its clients, and is equally committed to the well-being of our associates.
- That’s why we offer a comprehensive Total Rewards package designed to make a positive difference in the lives of our associates and their loved ones.
- Our benefits include a superior retirement program and highly competitive health, wellness and work life offerings that can help you achieve and maintain your best possible physical, emotional and financial well-being.
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
Number of Employees
5,001-10,000 employees
