Regional Investment Consultant – Missouri/Iowa

This is a fully remote position, open to applicants in Maryland.

📋 Description

• Formulate and implement a business plan for the territory aimed at enhancing sales, asset growth, and market presence.

• Cultivate and reinforce connections with financial advisors, broker-dealers, and key decision-makers.

• Identify, pursue, and convert new business opportunities while also nurturing existing client relationships.

• Provide investment insights, business solutions, and market expertise as a reliable advisor.

• Collaborate with investment, product, marketing, and relationship management teams to offer tailored client solutions.

• Conduct client presentations, business reviews, and sales discussions with advisors and firm leaders.

• Keep abreast of industry trends, competitive dynamics, and regulatory modifications.

• Share best practices and contribute to strategies, tools, and methods for client engagement.

• Ensure adherence to regulatory, risk management, and organizational policies.

⛳️ Requirements

• Over ten years of relevant professional experience.

• Current FINRA Series 7 and Series 66 licenses.

• Strong consultative selling, presentation, and negotiation abilities.

• Established connections with wirehouse, independent, and regional broker-dealer advisors.

• Demonstrated success in growing advisor relationships and meeting or surpassing sales targets.

• At least five years of experience wholesaling to financial advisors within the designated territory (preferred).

• Professional designation or advanced degree such as CFA, CFP®, CIMA®, or MBA (preferred).

• Experience in representing a diverse array of investment products and portfolio solutions (preferred).

• Must reside in the geographical territory and possess an established network in the area.

🏝️ Benefits

• Competitive compensation.

• Eligibility for annual bonuses.

• A comprehensive retirement plan.

• Hybrid work schedule.

• Health and wellness benefits, including access to online therapy.

• Paid time off for vacations, illnesses, medical appointments, and volunteering days.

• Family care resources, encompassing fertility and adoption benefits.

• Resources for work-life balance.

• Flexible full-time remote work eligibility.