SVP – Advisor Consultant

Objective of Role:

• Responsible for raising and retention of capital for investment strategies.
• Accountable for the development and execution of the annual territory business plan.
• Operate within a regulatory, compliant, organized process.

Accountabilities:

• Conduct proactive phone sales presentations to financial advisors.
• Partner with wholesaler to drive sales and build relationships.
• Develop proficiency in the products, the firm and representative platforms.

Required Qualifications:

• Contacts at the wirehouse firms and experience in investments, real estate or alternative offerings.
• 3 years’ financial services external wholesaling distribution experience.
• Hold series 7 and 63