Advisor Consultant - San Francisco Metro (Cross-Channel) Advisor Consultant - San Francisco Metro (Cross-Channel)

About the Role

Key Responsibilities

• Present technical product knowledge in an innovative way
• Regularly update advisors on industry trends
• Build strong relationships with strategic partners, registered representatives, and firms
• Schedule and manage expense reporting
• Increase sales by calling on financial advisors, key contacts at firms, and clients, as well as conducting seminar presentations and client events

Requirements

• A bachelor's degree, preferably in business, economics, finance, sales, or marketing (or equivalent on-the-job experience)
• 3-5 years of wholesaling experience
• Distribution channel experience with assigned broker dealer firms
• Track record of success with existing relationships inside the territory with Financial Advisors at specified firms
• Technical proficiency of mutual funds
• Must be fully licensed (Series 7, Series 63)
• Sales-focused with the ability to operate in a multitask environment and stay organized
• Able to take and manage risk
• Strong verbal and written communication skills
• Outgoing and good with people
• Willing and able to travel 80% of the time

Nice to Have

• Strong understanding of the market and sales process, including prospecting and closing
• Confident public speaking and presentation skills
• Resourcefulness and problem-solving skills
• A strong work ethic and positive attitude
• Independence and assertiveness
• Coachable

Qualifications

• A bachelor's degree or equivalent experience
• Series 7 and Series 63 licenses

Benefits & Perks

• Employees will be provided with leave of up to four weeks and paid at 100% of their base pay
• Diversity awareness training (e.g., Appreciating Differences and Managing Inclusion)
• Potential for short-term or annual bonuses, long-term incentives, and on-the-spot recognition