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FINRA Licensed Investment Consultant
A company is looking for an Alternative Investment Internal Consultant. Key Responsibilities Collaborate with specialists to enhance client relationships and drive sales of private markets/alternative investment products Identify sales opportunities and develop new business while deepening relationships with existing advisors Manage territory by using data to prioritize targets and document sales measurements Required Qualifications Bachelor's degree and at least 2+ years of sales experience FINRA Series 7 AND 63/65, OR Series 7 AND 66 Experience in intermediary markets is preferred Proficiency in Excel and Salesforce Ability to work collaboratively and adapt in a dynamic environment
A company is looking for an Alternative Investment Internal Consultant.
Key Responsibilities
Collaborate with specialists to enhance client relationships and drive sales of private markets/alternative investment products
Identify sales opportunities and develop new business while deepening relationships with existing advisors
Manage territory by using data to prioritize targets and document sales measurements
Required Qualifications
Bachelor's degree and at least 2+ years of sales experience
FINRA Series 7 AND 63/65, OR Series 7 AND 66
Experience in intermediary markets is preferred
Proficiency in Excel and Salesforce
Ability to work collaboratively and adapt in a dynamic environment