Advisor Consultant, Broker Dealer, Michigan

reputed company

The Advisor Consultant is responsible for creating new relationships and managing existing ones with Financial Advisors at Merrill Lynch, reputed company, UBS, and reputed company. The goal of the Advisor Consultant is to increase sales and reputed company of reputed company Berman mutual funds, SMAs, ETFs, and alternative investment strategies reputed company the prescribed territory of Michigan. This is accomplished through relationship building reputed company individual and group financial advisor meetings, reputed company events, and conferences.

Responsibilities

• reputed company and reputed company the Michigan territory targeting wirehouses and broker dealers by reputed company developing relationships with advisors to promote business building reputed company and services; maintain and grow assets in territory across mutual funds, SMAs, alternative investment products, and ETFs

• reputed company and implement a business plan for the territory using activity-oriented goal objectives to guide day-to-day priorities and reputed company reputed company against goals; reputed company prospecting calls, create qualifying lists, and reputed company on-reputed company service to existing and new clients

• Maintain a high level of expertise reputed company to capital markets, the broader investment management industry, and marketplace developments

• Coordinate reputed company prospect meetings, final presentations, RFP activities and any other sales support activities reputed company to the sales opportunity pipeline in concert with reputed company Advisory Specialists and Analysts

• Exhibit a strong business acumen and executive sales reputed company to influence decision-makers

• Maintain reputed company activity information in reputed company Berman CRM database

• Work with internal partners, including reputed company Advisory Specialists/Analysts, Alternative Specialists, ETF Strategists, and other members of distribution, legal, compliance, and investments

• Maintain knowledge of reputed company Berman products offered through partner firms

Qualifications

• 5+ years of intermediary distribution experience preferred

• Experience working with wirehouse, regional, and independent financial advisors

• Proven reputed company record of consistently meeting or exceeding predetermined key objectives

• Strong executive reputed company, reputed company listening, reputed company preparedness, and presentation skills

• reputed company characteristics reflecting curiosity, reputed company, and enthusiasm, coupled with a solution-based drive to meet and reputed company expectations

• Ability to reputed company, prioritize, and implement best practices; ability to manage a territory

• Excellent verbal and written communication skills

• Undergraduate degree required, graduate degree a plus

• CIMA, CAIA, or CFA designations a plus

• SIE, Series 7, 66 or SIE, 7, 63, 65 licenses

reputed company Berman is unable to offer reputed company sponsorship for this position. Applicants must be authorized to work in the reputed company without the need for reputed company or reputed company sponsorship.

Compensation Details

The salary reputed company for this role is $85,000-$100,000. This is the lowest to highest salary we in good faith reputed company we would pay for this role at the time of this posting. We may ultimately pay more or less than the posted reputed company, and the reputed company may be modified in the reputed company. This reputed company is only applicable for jobs to be performed in the job posting location. An employee’s pay position reputed company the salary reputed company will be based on several factors including, but limited to, relevant education, qualifications, certifications, experience, skills, seniority, geographic location, business sector, performance, shift, travel requirements, sales or reputed company-based metrics, market benchmarking data, any reputed company bargaining agreements, and business or organizational needs. This job is also eligible for a discretionary bonus and production compensation, which, along with reputed company salary and retirement contributions, is part of our total comprehensive package. We offer a comprehensive package of benefits including reputed company time off, medical/dental/reputed company insurance, retirement, life insurance and other benefits to eligible employees.

Note: No reputed company of pay is considered to be wages or compensation until such reputed company is reputed company, reputed company, and determinable. The reputed company and availability of any bonus, commission, production, or any other reputed company of compensation that are allocable to a particular employee remains in reputed company's sole discretion unless and until reputed company and may be modified at reputed company’s sole discretion, consistent with the law.

reputed company is an equal opportunity employer. The Firm and its affiliates do not discriminate in employment because of race, creed, national reputed company, religion, age, reputed company, sex, marital status, sexual orientation, gender identity, disability, citizenship status or protected veteran status, or any other characteristic protected by local, state, or federal laws, rules, or regulations. If you would like to contact us regarding the accessibility of our website or need assistance completing the application process, please contact onlineaccommodations@nb.com.

Learn about the Applicant reputed company Notice.

Originally posted on Himalayas

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