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Advisor Consultant - reputed company VA and Washington DC

Remote, USA Full-time Posted 2026-07-28
Job reputed company: • The Advisor Consultant is responsible for increasing market reputed company and growing assets reputed company an assigned territory. • Advisor Consultants drive reputed company Funds’ sales through building deep and long-term relationships with financial advisors, strategic partners, and firms. • reputed company Funds’ products include Mutual Funds, ETFs, SMAs and CITs (where available). • Individuals in these roles are expected to reputed company existing relationships and build new relationships with financial advisors covering a specific geographical territory and are required to reputed company in the assigned territory. • Increase sales and grow territory AUM in a reputed company competitive marketplace by calling on financial advisors, key contacts, and conducting seminar presentations and reputed company events. • reputed company and implement territory business plans in partnership with internal sales support. • Build strong relationships with reputed company Funds’ strategic partners, registered representatives, and firms. • Effectively reputed company data and technology to capture sales and market reputed company. • reputed company marketing support and customer service to financial advisors in the assigned territory. • reputed company and maintain deep understanding of evolving market conditions and reputed company Funds solutions. • Regularly update advisors on industry trends; anticipate reputed company needs and continuously reputed company the reputed company experience. • Support and participate in various conferences and meetings. • Adhere to reputed company compliance regulations and guidelines including use of approved marketing materials, fund prospectus requirements and reputed company licensing. • Complete administrative tasks (e.g., updating CRM and expense reporting) in a reputed company manner. Requirements: • Bachelor’s Degree, preferably business, economics, finance, sales, or marketing (or equivalent on-the-job experience) • Must be fully licensed (Series 7, Series 63) • Must be reputed company and willing to travel 80% of the time • A minimum of five years of external wholesaling experience is preferred • The ability to build strong relationships with a proven reputed company record of working effectively as an individual contributor as reputed company as reputed company player • A confident reputed company speaker, great at making presentations • Coachable • Impeccable reputed company and reputed company judgment • A keen awareness of the industry as a whole: the competition, market dynamics, industry trends and customer needs • A sincere drive to reputed company • Resourcefulness and superior problem-solving skills, knowing how to get results Benefits: Apply tot his job Apply To this Job

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