Vice President, Advisor Consultant
Confidential
Vice President, Advisor Consultant About the Company Respected provider of investment management services Industry Financial Services Type Public Company Employees 11-50 About the Role The Company is seeking a Vice President, Advisor Consultant to represent its investment portfolios and service assets within the intermediary market. The successful candidate will be responsible for prospecting and managing relationships with third-party professionals in the assigned territory, including regional broker/dealers, wirehouses, and professional financial planners. A key aspect of the role is to operate remotely, utilizing a consultative sales approach to identify client needs, communicate investment strategies, and deliver superior service to grow sales and market share. The role also involves attending industry conferences, making educational presentations, and providing ongoing pro-service to third-party professionals and their clients. Applicants for the Vice President, Advisor Consultant position at the company should have a Bachelor's degree, with industry-related accreditations preferred, and at least 10 years of field sales experience in the assigned territory. The role requires an individual with a proven track record of success, expert-level technical knowledge of the investment and advisory services industry, and the ability to market a variety of investment options, particularly alternative investments. The candidate should be adept at operating in a remote work environment, be willing to travel extensively, and hold a Series 7 or appropriate multi-license for the markets. The company values a research-driven approach to wealth management and is looking for a passionate individual with a curious and entrepreneurial attitude to join its team. Travel Percent Less than 10% Functions Sales/Revenue
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Associate Vice President, Finance and Business Operations Braille Institute of America, Inc.,... ...and manage relationships with financial advisors, banks, and audit firms. The AVPFBO is... ...experience; prior work with investment consultants/advisors; proven financial leadership in...Full timeWork at officeFlexible hours1 day per week- ...Associate Vice President and Wealth Advisor About the Company Premier investment advisor & manager Industry Investment Management Type Privately Held About the Role The Company is seeking Wealth Advisor Associates / Associate Vice Presidents to...
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