Market Consultant - Advisory
Core
Partner with financial advisors to deliver investment solutions, generate new business opportunities, and drive asset growth across a diverse investment platform.
Role type
Sales-focused Market Consultant (Advisory)
Builds
Investment solutions including mutual funds, ETFs, model portfolios, SMAs, alternative investments, and retirement strategies.
Domain
Financial Services / Wealth Management
Deliverable
client delivery
Required skills
Outbound sales, relationship building, lead generation, product presentation, Salesforce proficiency, territory management
Preferred skills
Advisory or fee-based managed account experience, Envestnet/Morningstar Advisor Workstation/TAMP platform experience, industry licenses (SIE, Series 7, Series 66)
Technologies
Salesforce, Envestnet, Morningstar Advisor Workstation, TAMP
Responsibilities
Proactively engage financial advisors through outbound sales calls and strategic follow-up; Build and strengthen relationships with advisors, broker-dealers, and investment professionals; Partner with external wholesalers to execute territory business plans; Present investment solutions and identify advisor needs; Generate and qualify leads; Deliver product information and proposal support; Support advisor meetings, conferences, and sales events; Leverage Salesforce to track sales activity and document interactions.
Seniority
Entry-level to Mid-level (1+ year experience required)