Regional Advisor Consultant – San Diego, Orange County, Las Vegas

This is a fully remote position, open to applicants in California, +1 more state.

📋 Description

• Cultivate and enhance relationships with independent advisors and Registered Investment Advisors (RIAs).

• Actively seek out sales opportunities and assist in the growth of advisor practices.

• Create and implement a strategic plan for the designated territory.

• Provide product positioning and market insights across various sectors, including equity, fixed income, alternatives, and portfolio solutions.

• Organize advisor meetings, follow-up actions, and business development initiatives to optimize sales effectiveness.

• Work collaboratively with internal partners to ensure an outstanding client experience.

⛳️ Requirements

• Demonstrated success in asset management sales, wholesaling, or managing advisor relationships.

• Comprehensive understanding of investment products, capital markets, and advisor business frameworks.

• Exceptional communication, presentation, and relationship-development abilities.

• Highly organized, self-driven, and focused on results.

• FINRA Series 7 and 63 preferred, or the capability to obtain them.

• Valid work authorization that does not currently or in the future require visa sponsorship for employment in the United States.

🏝️ Benefits

• Variable compensation in the form of bonuses, commissions, and/or long-term incentives based on the role.

• Paid vacation time.

• Paid sick leave.

• 401(k) retirement plan.

• Health insurance coverage.

• Dental insurance coverage.

• Life insurance coverage.

• Reasonable accommodations available during the application or interview process.

• A culture that is inclusive and performance-driven, offering opportunities to belong, grow, contribute, and realize potential.