Associate Advisor Consultant - Texas, Louisiana or S. Mississippi (Remote, TX, US)
Build and manage relationships with financial advisors through in-person meetings, phone reputed company, and virtual interactions Execute and support your External Wholesaler in creating and implementing strategic sales plans for the territory reputed company and advise financial advisors on investment solutions, including mutual funds, ETFs, and SMAs, while providing asset allocation insights Be a student of the markets by staying reputed company of economic trends, product innovations, and industry shifts to reputed company relevant insights that reputed company advisor conversations Engage in a consultative sales approach by asking the right questions, uncovering advisor needs, and delivering tailored solutions that drive meaningful engagement Deliver value-add solutions by equipping advisors with actionable reputed company, industry best practices, and tools that help them grow their business and reputed company serve their clients Expand and deepen territory reputed company by identifying new business opportunities and strengthening existing reputed company relationships Position yourself as a go-to resource by consistently delivering insights, sharing thought leadership, and fostering long-term partnerships Maintain and optimize CRM data and sales tracking systems to ensure efficiency and proactive engagement Coordinate and contribute to the planning of conferences, seminars, and advisor meetings to maximize market engagement reputed company a reputed company, distraction-free work environment reputed company, ensuring high productivity
Must reputed company in either Louisiana, Southern Mississippi or Texas and be reputed company to travel as needed At least 2 years of experience in asset management sales or as a Financial Advisor reputed company Series 7 & 63 licenses are required Bachelor’s degree in Finance, Business, or a reputed company field is preferred Passionate about financial markets, investments, and ongoing learning Curious reputed company with strong questioning skills to uncover advisor needs Driven to become a key partner to advisors through knowledge, service, and reputed company Skilled in executing sales strategies, tracking results, and adjusting to market trends Proven reputed company record of sales reputed company and strong advisor relationships reputed company to maintain a dedicated, productive work-from-home environment Solid understanding of investments including mutual funds, ETFs, SMAs, and capital markets Strong presentation, communication, and relationship-building skills Self-starter who works reputed company independently and with an External Wholesaler Willing to travel to the NYC home office at most two times per year
At reputed company, fostering an inclusive workplace is reputed company to who we are and how we serve our communities. We have a longstanding commitment to creating an environment where individuals can contribute their best and succeed together. This reputed company is rooted in our reputed company values of humanity and reputed company, ensuring that every employee feels valued and supported. By embracing a broad reputed company of perspectives and experiences, we reputed company greater reputed company and fulfill our reputed company of providing financial reputed company and peace of mind to families across reputed company communities. Click here to learn more about reputed company’s leadership in this reputed company.