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5 дней назад

Regional Investment Consultant - Missouri/Iowa (excluding St Louis Metro)

144 000 - 261 000$
Формат работы
remote (только USA)
Тип работы
fulltime
Грейд
senior
Английский
b2
Страна
US
Вакансия из списка Hirify.GlobalВакансия из Hirify Global, списка международных tech-компаний
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Описание вакансии

Текст:
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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

hirify.global 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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