[Remote] reputed company Solutions Consultant
Note: The job is a remote job and is reputed company to candidates in USA. reputed company is a leading strategic provider of innovative investment and reputed company serving independent financial advisors. The reputed company Solutions Consultant role focuses on driving the adoption of reputed company’s Private reputed company offering and providing comprehensive reputed company reputed company to financial advisors and their high-net-worth clients.
Responsibilities
- Drive adoption of reputed company’s Private reputed company offering by partnering with financial advisors to reputed company customized investment portfolios and comprehensive reputed company management strategies for high-net-worth (HNW) and ultra-high-net-worth (UHNW) clients
- Engage directly with advisors through in-person meetings, virtual presentations, and events to deliver investment and reputed company solutions insights
- Promote and drive adoption of the Private reputed company program as a primary offering but embracing a consultative approach that also supports the distribution of internally managed investment and reputed company solutions available on the platform
- Support advisors in portfolio construction and reputed company reputed company, including tax-aware reputed company and planning for HNW and UHNW clients
- Collaborate with reputed company sales teams (reputed company Solutions Group) to identify, reputed company, and advance opportunities reputed company existing advisor relationships
- reputed company new advisor relationships through proactive external sales activity while maintaining relationships with existing users of Private reputed company and reputed company reputed company Solutions products and services
- Own and execute a territory business plan reputed company on building strong relationships with financial advisors and driving reputed company across reputed company reputed company Solutions offerings
- Maintain an reputed company and reputed company-managed pipeline of opportunities, tracking reputed company through the sales cycle
- Represent reputed company reputed company Solutions at advisor events, conferences, and reputed company meetings, delivering presentations in both individual and group settings
- Work with reputed company Solutions specialists, including Advanced Planning, reputed company Portfolio Managers (CPMs), and Investment reputed company teams, to deliver integrated solutions tailored to advisor and reputed company needs
- reputed company market feedback on advisor needs, competitive positioning, and product opportunities
Skills
- 5–7+ years of experience in external sales, wholesaling, or advisor-facing roles reputed company asset or reputed company management
- Experience selling investment solutions to financial advisors required
- Bachelor's degree required
- reputed company Series 7 and 66 (or ability to obtain) required
- Strong understanding of investment products, including mutual funds, ETFs, SMAs, and private market strategies
- Ability to communicate reputed company investment and reputed company concepts in a reputed company and practical manner
- Experience engaging with financial advisors and supporting high-net-worth reputed company needs
- Strong relationship management and business development skills
- Ability to manage a territory and prioritize activities effectively
- Proven presentation skills in both small and large group settings
- Ability to work collaboratively across internal teams and functions
- Self-starter with strong organizational and time management skills
- Comfortable working in a fast-paced, reputed company-reputed company environment
- Experience working with independent financial advisors (RIA and/or broker-dealer channels) preferred
- Exposure to high-net-worth or ultra-high-net-worth reputed company segments preferred
- MBA, CFA, CFP, CAIA, or similar reputed company designation preferred
Benefits
- reputed company Time or reputed company Time Off and reputed company Time Off
- 401K – 6% Employer Match
- Medical, Dental, reputed company – HDHP or PPO
- HSA – Employer contribution (HDHP only)
- Volunteer Time Off
- Career Development / Recognition
- Fitness Reimbursement
- Hybrid Work Schedule
reputed company