![Building A Digital PR Strategy: 10 Essential Steps for Beginners [With Examples]](https://buzzsumo.com/wp-content/uploads/2023/09/Building-A-Digital-PR-Strategy-10-Essential-Steps-for-Beginners-With-Examples-bblog-masthead.jpg)
California and Hawaii Licensed Advisor
A company is looking for a Sr. Regional Advisor Consultant for the Los Angeles and Hawaii markets. Key Responsibilities Represent and drive sales of all products in assigned territory while building relationships with advisors Collaborate with internal teams to develop business plans and achieve regional sales goals Conduct training and presentations for financial advisors, providing investment solutions and market insights Required Qualifications Bachelor's degree or equivalent work experience 3-5 years of experience in mutual fund/separate account wholesaling In-depth knowledge of mutual funds and separate accounts Proven ability to deliver effective sales presentations Series 7 and state securities agent registration or ability to obtain within a defined period
A company is looking for a Sr. Regional Advisor Consultant for the Los Angeles and Hawaii markets.
Key Responsibilities
Represent and drive sales of all products in assigned territory while building relationships with advisors
Collaborate with internal teams to develop business plans and achieve regional sales goals
Conduct training and presentations for financial advisors, providing investment solutions and market insights
Required Qualifications
Bachelor's degree or equivalent work experience
3-5 years of experience in mutual fund/separate account wholesaling
In-depth knowledge of mutual funds and separate accounts
Proven ability to deliver effective sales presentations
Series 7 and state securities agent registration or ability to obtain within a defined period
