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State Licensed Regional Advisor Consultant
A company is looking for a Sr. Regional Advisor Consultant-BD. Key Responsibilities Represent all products and drive sales by developing relationships with advisors in the assigned territory Partner with internal teams to create business plans and manage territory sales goals Conduct training meetings and provide investment solutions to financial advisors Required Qualifications Bachelor's degree or equivalent work experience 3-5 years in mutual fund/separate account wholesaling or support roles In-depth knowledge of mutual funds and separate accounts Ability to make dynamic 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-BD.
Key Responsibilities
Represent all products and drive sales by developing relationships with advisors in the assigned territory
Partner with internal teams to create business plans and manage territory sales goals
Conduct training meetings and provide investment solutions to financial advisors
Required Qualifications
Bachelor's degree or equivalent work experience
3-5 years in mutual fund/separate account wholesaling or support roles
In-depth knowledge of mutual funds and separate accounts
Ability to make dynamic sales presentations
Series 7 and state securities agent registration or ability to obtain within a defined period
