Senior Investment Consultant - Remote

Overview

The Senior Investment Consultant (SIC) position for the Midwest region has the primary responsibility of executing a focused sales strategy with a segmented group of advisors.

In Short

• Increase sales and enhance relationships with financial advisors.
• Work closely with the inside sales partner to develop a business plan.
• Supported by an Advisor Solutions Consultant.
• Proven track record in wholesaling mutual fund products.
• Experience selling ETF's, separately managed accounts, and private investments.
• Strong relationships with advisors in the region.
• Highest ethical standards and integrity required.
• Extensive travel will be required.
• Professional licenses and a Bachelor’s degree are required.
• CIMA and/or CFP designation preferred.

Requirements

• Proven track record in wholesaling mutual fund products to the financial services industry.
• Experience selling ETF's, separately managed accounts, private investments, and mutual funds.
• Strong relationships with the advisors and targeted firms in this region.
• Highest ethical standards and integrity.
• Tremendous work ethic and strong desire to succeed.
• Extensive travel will be required.
• Professional and academic requirements include NASD licenses Series 7, 63 and 65.
• A Bachelor’s degree is required.
• CIMA and/or CFP designation preferred.

Benefits

• Medical, dental, and vision coverage.
• Employer 401(k) safe harbor and profit-sharing contributions.
• Flexible work arrangements and paid parental leave.
• Community involvement opportunities.
• Onsite cafeteria and fitness center.
• Referral program.