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FINRA Licensed Internal Consultant
A company is looking for an Alternative Investment Internal Consultant. Key Responsibilities Collaborate with specialists to enhance client relationships and drive sales of alternative investment products Identify and develop new business opportunities while deepening existing advisor relationships Utilize data for territory management, sales documentation, and strategic planning Required Qualifications Bachelor's degree or equivalent combination of education and experience 8+ years of relevant work experience FINRA Series 7 AND 63/65, OR Series 7 AND 66 licenses Experience in intermediary markets and understanding of consultative sales Proficiency in Excel and Salesforce
A company is looking for an Alternative Investment Internal Consultant.
Key Responsibilities
Collaborate with specialists to enhance client relationships and drive sales of alternative investment products
Identify and develop new business opportunities while deepening existing advisor relationships
Utilize data for territory management, sales documentation, and strategic planning
Required Qualifications
Bachelor's degree or equivalent combination of education and experience
8+ years of relevant work experience
FINRA Series 7 AND 63/65, OR Series 7 AND 66 licenses
Experience in intermediary markets and understanding of consultative sales
Proficiency in Excel and Salesforce