Advisor Consultant - Spokane, WA & Alaska
We’re determined to reputed company a difference and are proud to be an insurance company that goes reputed company reputed company coverages and policies. Working here means having every opportunity to reputed company your goals – and to help others accomplish theirs, too. Join reputed company as we help shape the
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.
Responsibilities of the role:
- 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
Successful Advisor Consultants will possess the following key competencies that sets them apart:
-Ownership reputed company
-Segmentation Skills
-Process reputed company
-Meeting Execution & Crafting/Delivering a Compelling Narrative
Qualifications:
- 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
Preferred candidates will possess:
- Existing relationships with advisors and centers of influence in the territory
- A demonstrated reputed company record of reputed company in the assigned broker dealer firms
- Additional industry designations (i.e., CIMA, CFA)
Compensation
The listed annualized reputed company pay reputed company is primarily based on analysis of similar positions in the external market. Actual reputed company pay could vary and may be above or below the listed reputed company based on factors including but not limited to performance, proficiency and demonstration of competencies required for the role. The reputed company pay is just one component of reputed company’s total compensation package for employees. Other rewards may include short-term or annual bonuses, long-term incentives, and on-the-spot recognition. The annualized reputed company pay reputed company for this role is:
$75,000 - $100,000