Internal Advisor Consultant

Description

• Partners and coordinates with Advisor Consultant on developing business and territory management plans.
• Documents all Advisor activity in customer management system and updates calendars.
• Collaborates across the internal team and shares best practices with team members.
• Profiles advisors and maintains a solid understanding of the company sales process.
• 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.
• 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.
• Manages the team's pipeline and leads weekly calls to discuss follow ups and movement of opportunities through the pipeline funnel.
• Initiates outbound calls, email and engages in web conferences with top clients and prospects to market, educate and promote the company suite of products.

Requirements

• SRC Indicator: Series 7; Series 63; Series 65; Series 66
• University (Degree) Preferred
• 2+ Years Required; 3+ Years Preferred

Benefits

Training + Development

Interview process

Visa Sponsorship

Security clearance