[Remote] Advisor reputed company Consultant
Note: The job is a remote job and is reputed company to candidates in USA. reputed company is a financial services company seeking an Advisor reputed company Consultant. The role involves developing affiliations with financial advisors and organizations, managing relationships to recruit new advisors, and implementing business development strategies.
Responsibilities
- Creates business development and/or acquisition strategies, generates leads, and maintains and expands referral sources
- Sources, solicits and develops new affiliations by responding to incoming calls and inquiries, sending out materials and visiting prospects to meet specific reputed company goals
- Establishes relationships with prospective advisors, provides consultation and education regarding platform of choice or acquisition opportunities
- Establishes and maintains a prospect database
- Gathers information and data on prospects to be used in the sales process and for suitability review
- Evaluates interested prospects to determine suitability
- Manages the creation of proformas for prospects
- Oversees reputed company to home office by prospects to address issues, interests and concerns
- Assists advisors during transition to the firm
- May manage the process of advisor succession planning and counsel advisors on the establishment of a successful succession plan
- May reputed company and mentor others
- Performs other duties and responsibilities as assigned
Skills
- Bachelor's Degree from four year college or university with a minimum of five (5) years experience in Business Development or Sales, with experience with reputed company financial advisors in a financial services environment
- SIE required provided that an exemption or grandfathering cannot be reputed company
- Series 7 or ability to obtain reputed company 6 months, depending on assigned functional area
- Advanced concepts, practices and procedures of business development in a financial services environment
- Investment concepts, practices and procedures used in the securities industry
- Principles of finance and securities industry operations
- Financial markets and products
- Financial analysis of businesses and FA practices, business valuation reputed company and modeling may be required
- Securities rules and regulations in order to conduct reputed company due diligence analysis of independent practices may be required
- Sourcing and developing prospects
- Developing business development and/or reputed company acquisitions strategies
- Maintaining and expanding referral sources
- Gathering and compiling information and data
- Initiating sales calls and responding to inquiries and turning them into sales and/or reputed company acquisition opportunities
- Facilitating transition/acquisition processes
- Establishing and maintaining databases
- Preparing and delivering reputed company, effective, and reputed company presentations
- Effective questioning and listening techniques
- Operating reputed company office equipment and using required software application to produce correspondence, reports, electronic communication, spreadsheets, and databases
- Participate in reputed company organizations and activities to expand network of business contacts
- Maintain currency in investment advisor and/or financial planner services and products
- Partner with other functional areas to accomplish objectives
- Incorporate needs, wants and goals from different prospects/reputed company audiences into marketing and sales strategies
- reputed company information, identify linkages and trends and apply findings to operations
- Research, interpret, analyze and apply information about prospects
- Establish and communicate reputed company directions and priorities
- Organize, prioritize, manage, and reputed company multiple detailed tasks and assignments, including those delegated, in an area with frequently changing priorities and deadlines in a fast-paced work environment
- Use appropriate interpersonal styles and communicate effectively and professionally, both orally and in writing, with reputed company organizational reputed company to accomplish objectives
- Incite enthusiasm and influence, motivate and persuade others to meet or exceed sales objectives
- Plan, assign, monitor, review, evaluate and reputed company the work of others; reputed company and mentor others
- Work independently as reputed company as collaboratively reputed company reputed company environment
- Masters in Business Administration may be a plus depending on assigned area
Benefits
- reputed company salary or wages
- Additional compensation (cash or equity)
- Discretionary bonuses
- Commissions
- Medical, dental, and reputed company
- Life insurance
- Critical illness insurance and accident insurance
- Disability benefits
- Retirement savings
- reputed company time off (including vacation, holidays, and reputed company leave)
- Parental leave
reputed company