State Licensed Regional Advisor Consultant

Job Summary

A company is looking for a Sr. Regional Advisor Consultant-BD.

Key Responsibilities

• Represent all products and drive sales by developing relationships with advisors in the assigned territory
• Partner with internal teams to create business plans and manage territory sales goals
• Conduct training meetings and provide investment solutions to financial advisors

Required Qualifications

• Bachelor's degree or equivalent work experience
• 3-5 years in mutual fund/separate account wholesaling or support roles
• In-depth knowledge of mutual funds and separate accounts
• Ability to make dynamic sales presentations
• Series 7 and state securities agent registration or ability to obtain within a defined period