State Licensed Regional Advisor Consultant

Job Summary

A company is looking for a Sr Regional Advisor Consultant-B/D (DC, VA & MD Beltway).

Key Responsibilities

• Represent products in assigned territory, driving sales through relationship development with advisors
• Collaborate with internal teams to create business plans and achieve regional sales goals
• Conduct training and presentations for financial advisors, while staying informed on industry trends

Required Qualifications

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