Series 7 and 63 Licensed Advisor Consultant

Job is Expired
Location: Remote
Compensation: Salary
Reviewed: Tue, Mar 18, 2025

Job Summary

A company is looking for an Advisor Consultant - Alternative Investments.

Key Responsibilities
  • Raise capital for Alternative Strategies within various wealth channels
  • Present Alternative capabilities to Financial Advisors and Investors to attract new clients
  • Manage the Alternative Sales pipeline and develop relationships with prospect firms
Required Qualifications
  • Minimum 5 years' experience in investment management, specifically in business development for Alternative Investments
  • FINRA Series 7 and Series 63 registrations
  • University degree preferred
  • Experience marketing into private wealth channels is preferred
  • Prior experience in real estate, private equity, hedge funds, or private credit is a plus

COMPLETE JOB DESCRIPTION

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