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Advisor Consultant – Sacramento Metro

Remote, USA Full-time Posted 2026-07-28
Job reputed company: • 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: • Health insurance • Retirement plans • reputed company time off • Flexible work arrangements • reputed company development • Bonuses Apply tot his job Apply To this Job

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