Advisor Consultant, Broker Dealer, Mid West

Neuberger Berman Group

Indiana, US
Base: $85,000-$100,000; bonus/equity: discretionar...
Hybrid
5+ years intermediary distribution experience
Wirehouse and broker dealer relationship building
Territory business plan development
The Advisor Consultant is responsible for creating new relationships and managing existing ones with Financial Advisors at major wirehouses including Merrill Lynch and Morgan Stanley

Job Summary

  • The Advisor Consultant is responsible for creating new relationships and managing existing ones with Financial Advisors at major wirehouses including Merrill Lynch and Morgan Stanley.
  • This role requires developing a territory business plan to increase sales of Neuberger Berman mutual funds, SMAs, ETFs, and alternative investment strategies across Indiana, Illinois, and Milwaukee.
  • Employees are eligible for a discretionary bonus and production compensation in addition to a comprehensive benefits package including medical, dental, vision, and retirement contributions.

Matching Summary

The Advisor Consultant is responsible for creating new relationships and managing existing ones with Financial Advisors at major wirehouses including Merrill Lynch and Morgan Stanley.

Salary

Base: $85,000-$100,000; Bonus/Equity: Discretionary bonus and production compensation available; Benefits: Paid time off, medical/dental/vision insurance, retirement, life insurance

Skills & Requirements

Must-have

  • 5+ years intermediary distribution experience
  • Wirehouse and broker dealer relationship building
  • Territory business plan development

Nice-to-have

  • Strong executive presence and active listening
  • Curiosity, empathy, and solution-based drive
  • Ability to manage complex sales pipelines

Key Requirements

  • Undergraduate degree required
  • SIE, Series 7, 66 or SIE, 7, 63, 65 licenses
  • CIMA, CAIA, or CFA designations preferred
  • Authorized to work in the United States without sponsorship

Work Rights

Must be authorized to work in the United States

Tailored Resume

Cover Letter