Financial Consultant - Philadelphia Territory

• Partner closely with approximately 10–13 field wholesalers to drive sales activity and business development across their respective territories.
• Participate in all stages of the sales process, including prospecting, advisor outreach, opportunity development, relationship management, and closing business.
• Identify and develop new relationships with independent financial advisors while helping deepen existing relationships.
• Travel extensively with field wholesalers to participate in advisor meetings, office visits, presentations, conferences, and other sales activities.
• Develop a strong understanding of Aristotle's mutual funds, ETFs, separately managed accounts, investment capabilities, and overall value proposition.
• Effectively communicate investment strategies and portfolio solutions to financial professionals.
• Maintain consistent follow-up on sales opportunities and help move prospects through the sales pipeline.
• Coordinate activity across multiple wholesalers and territories while maintaining a high degree of organization and accountability.
• Develop a strong understanding of the independent advisor marketplace and the needs of financial professionals across different geographic markets.
• Serve as a highly engaged representative of Aristotle Investment Services with advisors, clients, and internal partners.

• 3+ years of financial services experience required.
• Experience on an internal sales/wholesaling desk at an asset management firm is strongly preferred.
• Experience with mutual funds, ETFs, separately managed accounts, or other investment products preferred.
• Bachelor’s degree required.
• Progress toward CFP, CIMA or CFA preferred.
• FINRA Series 7 and Series 63 licenses are required.
• Demonstrated interest in developing a long-term career in investment management sales.
• Ability and willingness to travel 75%+ of the time, including advisor meetings, field sales activities, conferences, and other business-related events.
• Strong verbal and written communication skills.
• Excellent interpersonal skills and the ability to establish credibility and build relationships with financial advisors.
• Highly organized with the ability to manage multiple territories, wholesalers, opportunities, and priorities simultaneously.

• Comprehensive health, dental, and vision insurance for you and your dependents
• 401(k) with employer matching
• Paid time off, including an annual Employee Volunteer Day
• Life, Critical Illness, Disability, and Accidental Injury Insurance
• Employee Assistance Program
• Inclusive and supportive workplace culture
• Company events and employee discount programs

• We place our clients’ interests first.
• We act with integrity.
• We achieve excellence through accountability and collaboration.
• We empower our employees.
• We are respectful.
• We value community.

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