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 registered investment advisors. This role requires a consultative sales approach, expert knowledge of the intermediary market, and the ability to communicate investment strategies and performance effectively. The Vice President, Advisor Consultant will also be expected to operate remotely, attend industry conferences, and provide ongoing support 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 territory. A proven track record of success, particularly in selling separately managed accounts, multiple model delivery TAMPs, and alternative investments, is essential. The role demands an individual with expert-level technical knowledge of the investment and advisory services industry, the ability to market a variety of investment options, and a strong focus on meeting annual sales goals. The candidate should be adept at practice management, be able to mentor and partner with internal regional consultants, and be willing to travel extensively. Series 7 or appropriate multi-licenses for the markets are also required. Travel Percent Less than 10% Functions Sales/Revenue
- ...your own professional journey with our supportive, nurturing culture and diverse set of career opportunities. As a Financial Consultant at Schwab, you will be procured with the practice of existing Schwab clients, providing them with wealth management and financial...Suggested
- Job Title Team Leader Duties The following are the duties of this position at the full working level. If this vacancy includes more than one grade and you are selected at a lower grade level, you will have the opportunity to learn to perform these duties and receive...Suggested
$280k - $320k
...As the Vice President, Operations at OnLogic, you will be responsible for overseeing and optimizing our global operations, including Manufacturing, Supply Chain, and Quality. You will drive efficiency, improve processes, and ensure that our operations meet the highest...SuggestedTemporary workWork at officeRelocationVisa sponsorship- ...Vice President of Business Development About the Company Forward-thinking company specializing in organic-based carbon fertilizers & biological soil management Industry Farming Type Privately Held About the Role The Company is in search of a Vice...Suggested
- ...Senior Vice President, Group Account About the Company Top-tier pharmaceutical marketing agency Industry Marketing and Advertising... ...generation. The SVP will also serve as a senior strategic advisor for high-level client stakeholders, ensuring the delivery of...SuggestedAgency workWork at office
- ...Senior Vice President of Development About the Company Acclaimed broadcast media production & distribution organization Industry Broadcast Media Type Government Agency Founded 1977 Employees 51-200 Categories Broadcasting Publishing...
- ...Vice President of Finance About the Company A growing premium consumer brand with a multi-channel business. Industry Retail Type Privately... ...to a lean environment while also serving as a strategic advisor to the leadership team. Travel Percent Less than 10% Functions...
- ...Vice President, Portfolio Optimization About the Company Successful middle-market private equity firm Industry Venture Capital... ...requires a professional with a strong background in strategy consulting, particularly in the context of post-MBA experience, and a history...
- ...Vice President, Network Chief Compliance and Privacy Officer Burlington, Vermont, United States About the Job Vice President, Network Chief Compliance and Privacy Officer We are seeking the expertise of a Vice President, Network Chief Compliance and Privacy Officer...
$91k - $145.6k
...Job Description: The Private Client Services (PCS) Trust Advisor II administers and retains assigned accounts, including trusts,... ...Ensures relevant client financial information is gathered, consults with clients about goals and objectives, compiles and analyzes...Work experience placementWork at officeLocal areaWork from homeFlexible hours- ...LensCrafters - EyeCare Advisor Brand: LensCrafters Location: South Burlington, VT, US, 5403 Store #: 000487 LensCrafters Position... ...and/or patient information carefully; identifies special needs, consulting with Optician, Managing Doctor or Retail Management when...Minimum wageFull timeWork at officeLocal area
- ...by following us on LinkedIn! GENERAL FUNCTION The EyeCare Advisor creates exceptional value in the lives of our customers by... ...and/or patient information carefully; identifies special needs, consulting with Optician, Managing Doctor or Retail Management when necessary...Minimum wageFull timeWork at officeLocal area
$14.42 per hour
...Join our fun, high-energy team as a Senior Home Lending Advisor in Chase Home Lending and put your exceptional knowledge and understanding... ...and maintains good relationships with customers. Exhibits consultative skills to provide recommendations based on financial analysis...Work experience placementLocal areaImmediate startRelocation$19.5 per hour
We want you to help us shape the future of shopping experiences and deliver on our purpose of connecting people with the products and experiences that enrich their lives. Joining Advantage Solutions means joining a network of 65,000 teammates serving 4,000+ brands and ...Hourly payPart timeShift work$54k - $55k
Position Details Advertising/Posting Title Student Financial Services Counselor Posting Summary Provide comprehensive services and support to students and families in managing their University finances. Engage in activities that enhance recruitment, retention ...Full timeRemote work- ...Wealth Advisor LPL Financial collaborates with credit unions to provide a comprehensive suite of financial services tailored to... ...all assigned Branches. Responsibilities: Utilizing a consultative, holistic approach, sales process, and assessment tools where...Work at officeLocal area
$61.88k - $92.56k
...of Business: TD Wealth Job Description: The Financial Advisor Associate (FAA) works with TD Wealth prospects and clients to... ...developing and maintaining client relationships by providing on-going consultation, advice, planning and day to day account servicing. The FAA...Temporary workTraineeshipWork experience placementWork at officeLocal areaWork from homeFlexible hours$50k - $75k
Financial Representative Are you looking for an opportunity to build a rewarding career in finance, even if you have no prior experience? Our firm is seeking ambitious individuals eager to learn and grow in the financial services industry. As a Financial Representative...Flexible hours- ...Vice President of Manufacturing Atlas Gunworks Location: Shelburne, Vermont Website: Atlasgunworks.com Build the Operating Engine of a High-Growth Precision Manufacturer Atlas Gunworks manufactures the finest double stack 1911 pistols and parts in the...
$75k - $100k
...We're Hiring: Financial Advisor GuideWorth Advisors - A Private Wealth Advisory Practice of Ameriprise Financial Are you a seasoned financial professional with a passion for client relationships and a desire to contribute to the growth of a thriving wealth advisory...Private practiceWork at officeRemote work$72.28k - $108.16k
...Financial Advisor Work Location: Burlington, Vermont, United States of America Hours: 40 Pay Details: $72,280 - $108,160 USD... ...with retail and small business banking clients ~ Consultative sales experience required ~ Demonstrated ability to establish...Work at office$45k - $100k
...contributions are valued. Edward Jones is a Fortune 500¹ company where people come first. With over 9 million clients and 20,000 financial advisors across the U.S. and Canada, we're proud to be privately-owned, placing the focus on our clients rather than shareholder returns....TraineeshipWork at officeLocal areaWork from homeHome officeFlexible hours$19.23 - $28.37 per hour
...Vermont 05408 Job Summary Be a problem solver, trusted advisor, and partner to the people and businesses in our Key Bank communities... ...building referral sources- through techniques such as tele-consulting, outside calling, prospecting and networking. (required)...Hourly payWork experience placementWork at officeDay shift- The VP of Digital Solutions is responsible for leading the Credit Union's digital applications ecosystem, including the strategy, architecture, performance, and continuous improvement of all member-facing and internal digital platforms. This role oversees the technical...Contract workWork at office
- Description & Requirements Maximus is currently hiring for Diagnostic Scheduling Communication Specialists to join our Veterans Evaluation Services (VES) team. This is a remote opportunity. The Diagnostic Scheduling Communication Specialist is responsible for handling...Full timeContract workCurrently hiringRemote workWork from homeHome officeMonday to FridayShift work
$23.65 - $24.67 per hour
Job Type Full-time Description Are you highly effective in working objectively with a diverse group of people, groups and organizations? Chittenden Community Action, a program of the Champlain Valley Office of Economic Opportunity (CVOEO), has an opening...Permanent employmentFull timeWork at officeLocal areaImmediate start$20.67 - $31.25 per hour
...Burlington, Vermont 05401 Job Summary Be a problem solver, trusted advisor, and partner to the people and businesses in our KeyBank... ...of sales and service techniques with clients, including tele-consulting, outside calling, prospecting, and networking. (required) ~...Hourly payWork experience placementDay shift- ...KeyCorp in Burlington, Vermont, is looking for a Personal Banker to serve as a trusted advisor while engaging clients to provide customized financial wellness solutions. The role involves attracting new clients and deepening relationships with existing ones, ensuring compliance...Hourly pay
$84.29k - $109.58k
Commercial Portfolio Manager This position provides direct and ongoing support to an assigned Commercial Lender(s). It is responsible for building a working relationship with the Lender's clients in order to better serve the clients, and may assume primary responsibility...Remote work2 days per week3 days per week$172k - $197k
Job Description Job Description Company Overview At Fluency, we come together under two shared passions that drive our culture: the scaling of digital ad operations, and fostering a workplace environment rooted in open communication, inclusivity, and a growth-oriented...Full timeLocal areaRemote workWork from homeHome officeFlexible hours
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Vice President, Advisor Consultant. Be the first to apply!
- senior vice president of operations Burlington, VT
- vice president of field operations Burlington, VT
- solution advisor Burlington, VT
- care advisor Burlington, VT
- college advisor Burlington, VT
- innovation advisor Burlington, VT
- remote advisor Burlington, VT
- advisor Burlington, VT
- citi vice president
- vp advancement



