Internal Advisor Consultant

About the role

The Internal Advisor Consultant (IAC) partners closely with Advisor Consultants to build business partnerships within a defined geographic territory. This role involves maintaining current client assets, driving sales, cross-selling advisors, and converting prospects to clients.

Responsibilities

• Develops consultative relationships with Financial Advisors, branch office managers, and sales managers.
• Coordinates with Advisor Consultants to develop business and territory management plans.
• Initiates outbound calls, emails, and web conferences to market, educate, and promote the company’s suite of products.
• Profiles advisors and understands the company’s sales process.
• Manages the team’s pipeline and leads weekly calls to discuss follow-ups and movement of opportunities through the pipeline funnel.
• Collaborates across the internal team and shares best practices with team members.
• Documents all Advisor activity in the customer management system and updates calendars.
• Supports broader campaigns, initiatives, and blitzes for the entire product suite including Managed Accounts, Mutual Funds, Closed End Funds, Exchange Traded Funds, Alternatives, DCIO, etc.

Requirements

• University (Degree) Preferred
• 2+ Years Required; 3+ Years Preferred
• FINRA Registrations: SRC Indicator: Series 7; Series 63; Series 65; Series 66

Qualifications

• Experience: 2 years of experience in Securities sales within the Financial Services industry; Series 7 & 66 (or combination of 63 & 65)
• Education: Bachelor's degree
• Skills: Strong combination of sales and analytical skills; significant knowledge of the financial markets; excellent communication skills; ability to profile clients; excellent planning, organization, and time management skills; ability to analyze and prioritize large amounts of information

Benefits

Competitive compensation package may include participation in an incentive program linked to performance (e.g., annual discretionary incentive programs, non-annual sales incentive plans, or other non-annual incentive plans).

Pay

$54,000/yr - $70,000/yr

Schedule

N/A

Skills

• Business Development
• Capital Markets
• Client Relationship Management
• Client Segmentation
• Collaboration
• Consultative Communication
• Digital Savviness
• Drives for Results
• Nuveen Products/Services Acumen
• Sales
• Territory Management