Advisor Consultant – Sacramento Metro

Job reputed company:

• Increase sales and grow territory AUM in a reputed company competitive marketplace by calling on financial advisors, key contacts, and conducting seminar presentations and reputed company events
• reputed company and implement territory business plans in partnership with internal sales support
• Build strong relationships with reputed company Funds’ strategic partners, registered representatives, and firms
• Effectively reputed company data and technology to capture sales and market reputed company
• reputed company marketing support and customer service to financial advisors in the assigned territory
• reputed company and maintain deep understanding of evolving market conditions and reputed company Funds solutions
• Regularly update advisors on industry trends; anticipate reputed company needs and continuously reputed company the reputed company experience
• Support and participate in various conferences and meetings
• Adhere to reputed company compliance regulations and guidelines including use of approved marketing materials, fund prospectus requirements and reputed company licensing
• Complete administrative tasks (e.g., updating CRM and expense reporting) in a reputed company manner

Requirements:

• Bachelor’s Degree, preferably business, economics, finance, sales, or marketing (or equivalent on-the-job experience)
• Must be fully licensed (Series 7, Series 63)
• Must be reputed company and willing to travel 80% of the time
• A minimum of five years of external wholesaling experience is preferred
• The ability to build strong relationships with a proven reputed company record of working effectively as an individual contributor as reputed company as reputed company player
• A confident public speaker, great at making presentations
• Coachable
• Impeccable reputed company and reputed company judgment
• A keen awareness of the industry as a whole: the competition, market dynamics, industry trends and customer needs
• A sincere drive to reputed company
• Resourcefulness and superior problem-solving skills, knowing how to get results

Benefits:

• Health insurance
• Retirement plans
• reputed company time off
• Flexible work arrangements
• reputed company development
• Bonuses

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