Utilize technical product expertise and consultation skills to help advisors with assigned wealth management products
Capture all relevant advisor call information in Salesforce.com
Collaborate with external partners and internal resources to develop and implement business plans
Partner closely with internal/external sales partners to support client/advisor needs
Stay abreast of product feature changes, asset allocation approach, and regulatory changes

3+ years’ experience in financial services industry, financial sales or financial wholesaling
Bachelor's degree or equivalent
Active Series 7
Active State securities agent registration (S63 or 66) or ability to obtain within 90 days
Active State IAR registration (S65 or 66) or ability to obtain within 90 days

National Sales Consultant – Advisory

Key skills