Advisor Consultant - Sacramento Metro (all Channels)

The Hartford

Sacramento, CA, US
Base: $75,000 - $100,000; bonus/equity: short-term...
Series 7 and series 63 licenses required
80% travel requirement within territory
Five years external wholesaling experience preferred
The Advisor Consultant is responsible for increasing market share and growing assets by building deep, long-term relationships with financial advisors

Job Summary

  • The Advisor Consultant is responsible for increasing market share and growing assets by building deep, long-term relationships with financial advisors.
  • Candidates must be fully licensed with Series 7 and Series 63 and willing to travel 80% of the time within their assigned territory.
  • The role offers a competitive base pay range of $75,000 to $100,000 plus short-term bonuses and long-term incentives.

Matching Summary

The Advisor Consultant is responsible for increasing market share and growing assets by building deep, long-term relationships with financial advisors.

Salary

Base: $75,000 - $100,000; Bonus/Equity: Short-term or annual bonuses and long-term incentives; Benefits: Not specified

Skills & Requirements

Must-have

  • Series 7 and Series 63 licenses required
  • 80% travel requirement within territory
  • Five years external wholesaling experience preferred

Nice-to-have

  • Existing relationships with financial advisors
  • CIMA or CFA industry designations
  • Proven track record in broker dealer firms

Key Requirements

  • Bachelor's Degree in business, finance, or related field
  • Must hold active Series 7 and Series 63 licenses
  • Minimum five years of external wholesaling experience

Work Rights

Not specified

Tailored Resume

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