Series 7 and 63 Licensed Advisor Consultant

A company is looking for an Advisor Consultant - Alternative Investments. Key Responsibilities Raise capital for Alternative Strategies within various wealth channels Present Alternative capabilities to Financial Advisors and Investors to attract new clients Manage the Alternative Sales pipeline and develop relationships with prospect firms Required Qualifications Minimum 5 years' experience in investment management, specifically in business development for Alternative Investments FINRA Series 7 and Series 63 registrations University degree preferred Experience marketing into private wealth channels is preferred Prior experience in real estate, private equity, hedge funds, or private credit is a plus

Mar 18, 2025 - 17:08

A company is looking for an Advisor Consultant - Alternative Investments. Key Responsibilities Raise capital for Alternative Strategies within various wealth channels Present Alternative capabilities to Financial Advisors and Investors to attract new clients Manage the Alternative Sales pipeline and develop relationships with prospect firms Required Qualifications Minimum 5 years' experience in investment management, specifically in business development for Alternative Investments FINRA Series 7 and Series 63 registrations University degree preferred Experience marketing into private wealth channels is preferred Prior experience in real estate, private equity, hedge funds, or private credit is a plus