Internal Advisor Consultant

Internal Advisor Consultant

The Internal Advisor Consultant proactively builds business partnerships with advisors in a defined geographic territory. This job partners closely with the Advisor Consultant to maintain current client assets, drive sales, cross sell advisors and convert prospects to clients. The Internal Advisor Consultant is responsible for meeting daily outbound call goals, email correspondences and advisor follow ups. In this role, the IAC stays current with portfolio and industry developments and masters all company product and service solutions.

Key Responsibilities and Duties

• Partners with Advisor Consultant(s) to develop consultative relationships with Financial Advisors, branch office managers and sales managers, and to grow market share of company products with the assigned territory.
• Partners and coordinates with Advisor Consultant on developing business and territory management plans.
• Initiates outbound calls, email and engages in web conferences with top clients and prospects to market, educate and promote the company suite of products.
• Profiles advisors and maintains a solid understanding of the company sales process.
• Manages the team's pipeline and leads weekly calls to discuss follow ups and movement of opportunities through the pipeline funnel.
• Collaborates across the internal team and shares best practices with team members.
• Documents all Advisor activity in customer management system and updates calendars.
• Supports US Wealth Advisory Group broader campaigns, initiatives and blitzes as needed on the entire product suite including Managed Accounts, Mutual Funds, Closed End Funds, Exchange Traded Funds, Alternatives, DCIO, etc.

Educational Requirements

• University (Degree) Preferred

Work Experience

• 2+ Years Required; 3+ Years Preferred

FINRA Registrations

• SRC Indicator: Series 7; Series 63; Series 65; Series 66

Physical Requirements

• Physical Requirements: Sedentary Work

Career Level 6IC

• Required Experience
  • 2 years of experience in Securities sales within the Financial Services industry
  • Series 7 & 66 (or combination of 63 & 65)
• Preferred Experience
  • 3+ years in Financial Services industry
  • Bachelor's degree
  • A strong combination of sales and analytical skills
  • Significant knowledge of the financial markets, both equity and fixed income, and the ability to articulate investment discipline with a deep understanding of the process and specific portfolios.
  • Excellent communication skills, both written and verbal.
  • Ability to profile clients.
  • Excellent planning, organization and time management skills; ability to analyze and prioritize large amounts of information