Base: $75,000 - $100,000; bonus/equity: not specif...
Increase market share and grow assets
Build deep and long-term relationships
Drive sales through financial advisors
The Advisor Consultant is responsible for increasing market share and growing assets within an assigned territory
Job Summary
The Advisor Consultant is responsible for increasing market share and growing assets within an assigned territory.
Individuals in these roles are expected to leverage existing relationships and build new relationships with financial advisors covering a specific geographical territory and are required to reside in the assigned territory.
The annualized base pay range for this role is: $75,000 - $100,000.
Matching Summary
The Advisor Consultant is responsible for increasing market share and growing assets within an assigned territory.
Salary
Base: $75,000 - $100,000; Bonus/Equity: Not specified; Benefits: Not specified
Skills & Requirements
Must-have
Increase market share and grow assets
Build deep and long-term relationships
Drive sales through financial advisors
Leverage data and technology for sales
Provide marketing support and customer service
Adhere to compliance regulations and guidelines
Nice-to-have
Ownership Mindset
Segmentation Skills
Process Focused
Meeting Execution
Crafting/Delivering a Compelling Narrative
Impeccable integrity and sound judgment
Key Requirements
Bachelor's Degree or equivalent experience
Fully licensed (Series 7, Series 63)
Willing to travel 80% of the time
Minimum five years of external wholesaling experience preferred
Ability to build strong relationships
Proven track record as individual contributor and team player