Senior Associate, Internal Consultant

About the Role

Key Responsibilities

• Assist inbound callers with prospect development requests such as proposals and positioning.
• Make proactive sales calls daily with advisers to strengthen relationships and identify opportunities.
• Generate proposals and coach advisers on how to present to prospective clients.
• Educate Advisers on the various programs and money managers available on the platform.
• Conduct webinars and/or other presentations on skills, product education, and proposal creation.
• Drive Home Office campaigns by calling Advisers to educate them on new offerings and help identify sales opportunities in their existing books of business.
• Develop and maintain relationships with Advisers in their territory.
• Manage activity via our contact management system.
• Drive sales of the wealth management managed money platforms.
• Facilitate the transition of inbound callers to service, large case specialists, practice management specialists, or the portfolios specialist based on client and adviser need.

Requirements

• Bachelor's degree preferred.
• 3+ years of financial services experience.
• Proven ability to pay attention to detail and multitask.
• Knowledge of capital markets.
• Series 7 & 66 licenses are required; Series 63 & 65 are preferred but can be acquired after hire.
• This role requires FINRA licensed and/or FINRA Associated Person pre-hire fingerprinting.

Nice to Have

• Series 63 & 65 licenses (preferred but can be acquired after hire).

Qualifications

• Educational background includes a preferred Bachelor's degree.
• Experience in financial services for at least 3 years.
• Licensing requirements include Series 7 & 66, with Series 63 & 65 preferred.

Benefits & Perks

• Full package of benefits including leave programs, adoption assistance, and student loan repayment programs.
• Employees are eligible for an annual discretionary bonus and may participate in incentive programs.