About this role

Develop, maintain, and deepen relationships with clients and colleagues
Assist clients in investment selection with a consultative sales process
Partner with senior salesperson to develop a business plan designed to meet goals and objectives
Reach out to clients and prospective clients and respond to questions in a knowledgeable, timely fashion
Demonstrate an understanding of clients’ business, sales trends and portfolio features
Maintain notes on client interactions and effectively prepare for client calls and meetings
Research and communicate industry changes and trends that may impact company or product positioning

Bachelor's degree
1+ years of experience in sales or financial services
Proactive and high-energy approach with a strong drive for success
Demonstrated ability to build and maintain strong client relationships
Exceptional communication and presentation skills, both verbal and written
Licensing: Series 7 (or SIE plus Series 7 Top-Off) and Series 66 (or Series 63 & 65 combined), or the ability to obtain these within a defined timeframe
Applicants must have a valid work authorization that does not now, or in the future, require visa sponsorship for employment in the United States

Internal Advisor Consultant

Key skills