Senior Investment Consultant – Southwest Region

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

📋 Description

• Drive sales growth and strengthen relationships with financial advisors in this region.

• Collaborate closely with the inside sales partner to create and effectively implement a business plan aimed at achieving the annual sales target.

• An Advisor Solutions Consultant will provide support for this position.

⛳️ Requirements

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

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

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

• Commitment to the highest ethical standards and integrity.

• Outstanding work ethic and a strong drive for success.

• Extensive travel is necessary due to the size of the regions.

• Professional and academic qualifications include: NASD licenses Series 7, 63, and 65.

• A Bachelor’s degree is mandatory.

• CIMA and/or CFP designation is preferred.

🏝️ Benefits

• Medical, dental, and vision insurance coverage.

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

• Work/life balance programs, including flexible work arrangements, flexible paid time off, paid parental leave, employee assistance programs, commuter benefits, student loan repayment programs, and education reimbursement.

• Opportunities for community involvement.

• Onsite cafeteria.

• Onsite fitness center.

• Referral program.