Senior Investment Consultant – Mountain Region

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

📋 Description

• Implement a targeted sales strategy aimed at a specific group of advisors in the Mountain Region.

• Promote Thornburg's mutual funds, SMA products, ETFs, and private offerings.

• Focus primarily on financial advisors within wire houses, independent/regional broker-dealers, and RIA channels.

• Enhance sales and strengthen relationships with financial advisors throughout the region.

• Collaborate closely with the inside sales partner to create and execute a business plan that achieves annual sales objectives.

• Receive support from an Advisor Solutions Consultant.

⛳️ Requirements

• Demonstrated success in wholesaling mutual fund products within the financial services industry, ideally in this region.

• Proficiency in selling ETFs, separately managed accounts, private investments, and mutual funds.

• Strong connections with advisors and targeted firms in this region are highly desirable.

• Uphold the highest ethical standards and integrity.

• Possess a robust work ethic and a strong ambition to excel.

• Significant travel is necessary due to the geographic expanse of the region.

• Hold NASD licenses Series 7, 63, and 65.

• A Bachelor's degree is required.

• CIMA and/or CFP designation is preferred.

🏝️ Benefits

• Medical, dental, and vision coverage.

• Employer 401(k) safe harbor and profit-sharing contributions.

• Flexible work arrangements.

• Flexible paid time off.

• Paid parental leave.

• Employee assistance plan.

• Commuter benefits.

• Student loan repayment program.

• Education reimbursement program.

• Community involvement opportunities.

• Onsite cafeteria.

• Onsite fitness center.

• Referral program.