United States$85000 - $100K per year10+ yrs expFinance
Develop and manage relationships with financial advisors across the Southwest territory to grow sales and assets in mutual funds, SMAs, ETFs, and alternative investments. Build and execute territory plans, prospect for new clients, coordinate sales opportunities with internal partners, and maintain market and product expertise and CRM records.
United States$85000 - $100K per year10+ yrs expFinance
The Advisor Consultant is responsible for growing assets and managing relationships with financial advisors at major wirehouses and broker-dealers in the Pac NW territory. This involves promoting mutual funds, SMAs, ETFs, and alternative investment strategies through meetings, events, and strategic business planning.
