5 дней назад
Regional Investment Consultant - Missouri/Iowa (excluding St Louis Metro)
144 000 - 261 000$
Мэтч & Сопровод
Для мэтча с этой вакансией нужен Plus
Описание вакансии
Текст:
TL;DR
Regional Investment Consultant - Missouri/Iowa (excluding St Louis Metro) (Investment Management): Driving sales growth, advisor relationships, and market share across a designated territory with an accent on consultative selling, investment solutions, and financial advisor engagement. Focus on developing territory plans, expanding broker-dealer relationships, leading client presentations, and identifying opportunities through market and regulatory analysis.
Location: Must be based in the Missouri/Iowa geographical territory, excluding the St. Louis metro area. The role is eligible for full-time remote work.
Base salary: $144,000–$261,000 per year, depending on location, experience, and skills. Discretionary bonus eligibility may apply.
Company
is a global asset management organization providing equity, fixed-income, multi-asset, and retirement investment solutions to individuals, advisors, institutions, and retirement plan sponsors.
What you will do
- Develop and execute territory business plans to drive sales, asset growth, and market share.
- Build and strengthen relationships with financial advisors, broker-dealers, and key decision-makers.
- Identify, prospect, and convert new business while expanding existing client relationships.
- Deliver investment insights, business solutions, market expertise, client presentations, and business reviews.
- Partner with investment, product, marketing, and relationship management teams to create customized client solutions.
- Monitor industry trends, competitive developments, and regulatory changes while ensuring compliance with firm policies.
Requirements
- 10+ years of relevant work experience.
- Active FINRA Series 7 and Series 66 licenses; FINRA licensing support is available for this role.
- Strong consultative selling, presentation, and negotiation skills.
- Established relationships with wirehouse, independent, and regional broker-dealer advisors.
- Proven success growing advisor relationships and meeting or exceeding sales goals.
- Established network and residence within the Missouri/Iowa territory, excluding the St. Louis metro area.
Nice to have
- Five or more years of wholesaling experience with financial advisors in the posted territory.
- CFA, CFP, CIMA, MBA, or another professional designation or advanced degree.
- Experience representing a broad range of investment products and portfolio solutions.
Culture & Benefits
- Full-time remote work eligibility for this role.
- Annual bonus eligibility and a retirement plan.
- Health and wellness benefits, including online therapy.
- Paid time off for vacation, illness, medical appointments, and volunteering.
- Family care resources, including fertility and adoption benefits.
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