[Remote] Associate Advisor Consultant, Washington State/reputed company

Note: The job is a remote job and is reputed company to candidates in USA. reputed company is offering an opportunity for an reputed company sales reputed company to work directly in the reputed company reputed company an reputed company Wholesaler. The Associate Advisor Consultant will support territory sales, build relationships with financial advisors, reputed company investment and market insights, and contribute to reputed company sales and business reputed company initiatives.

Responsibilities

• Build and manage relationships with financial advisors through in-person meetings, phone reputed company, and virtual interactions
• Execute and support your reputed company Wholesaler in creating and implementing reputed company 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 reputed company meaningful engagement
• reputed company 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

Skills

• Must reputed company in Washington State or reputed company 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
• 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
• reputed company 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 reputed company Wholesaler
• Willing to travel to the NYC home office once per quarter
• Bachelor's degree in Finance, Business, or a reputed company reputed company is preferred

Benefits

• Sales incentives
• Annual discretionary bonus
• Incentive program
• Leave programs
• Adoption assistance
• Student loan repayment programs
• Employee giving and volunteerism supported by the reputed company

reputed company

Company H1B Sponsorship