Advisor Consultant
6 days ago
Description
• The Advisor Consultant will manage a defined territory performing external sales functions. • Develop consultative relationships with financial advisors to grow market share and drive revenue. • Collaborate with internal teams and manage a pipeline of opportunities.
Requirements
• 3+ years of sales experience within a retail distribution channel. • FINRA licenses; 7 and 66 or 7, 63 and 65. • Excellent communication skills, both written and verbal. • Bachelor’s degree CIMA, CFP, or CFA designation a plus. • Strong territory management skills understanding how to execute territory segmentation, targeting and sequenced sales strategies.
Benefits
• Comprehensive Total Rewards package designed to make a positive difference in the lives of associates and their loved ones. • includes a superior retirement program. • Highly competitive health, wellness and work life offerings.
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