Job Summary
A financial services firm needs applicants for an opening for a Remote Regional Advisor Consultant.
Must be able to:
- Deliver product knowledge and usable sales approaches
- Make joint sales presentations to existing and prospective clients
- Consult in the areas of portfolio building and practice management
Applicants must meet the following qualifications:
- Conduct sales or product training meetings and public seminars for financial advisors
- Bachelor's degree or equivalent work experience
- Minimum of 3-5 years in mutual fund/separate account wholesaling
- Demonstrated ability to make successful and dynamic sales presentations
- Series 7 (or SIE and Series 7 top off exam) and 66 (or 63 & 65 combined)
- Separate managed accounts experience
