Advisor Consultant

DoubleLine Group LP; Tampa (FL); On-site; USD 65,000 - 100,000; Full time

Job summary

DoubleLine Group LP in Tampa, FL seeks an Advisor Consultant (Internal Wholesaler) to support distribution of investment strategies to financial advisors. You will be primary contact for insights into the firm’s views, collaborate with the Global Relationship Manager, and help expand access to flagship funds within wirehouses, BDs, banks and RIAs.

Key measures include net new assets, assets under management growth, new advisor relationships, and retention of existing assets.

Qualifications

• Bachelor’s Degree with 2 years of experience in the financial services industry.
• FINRA Series 7 and 63 or 66 license required.
• Exceptional ability to build and maintain strategic relationships.

Responsibilities

• Drive Net New Assets through proactive advisor engagement and relationship development.
• Partner with GRMs to develop business within a specific geographic territory.
• Clearly explain and position DoubleLine Strategies across all areas of taxable fixed income.
• Assist GRMs with day-to-day tasks as a coordinated sales team.
• Service advisors and existing assets by responding to product inquiries and providing market updates.

Skills

Relationship building

Communication skills

Teamwork

Education

Bachelor’s Degree

Job description

Job Location: Tampa, FL – 33602

Position Type: Full Time

The Advisor Consultant (Internal Wholesaler) is responsible for driving asset growth by supporting the distribution of DoubleLine’s investment strategies to financial advisors. The role serves as a primary point of contact for advisors seeking insight into the firm’s investment views and product offerings. Working closely with the Global Relationship Manager (GRM), the Internal Wholesaler helps penetrate key advisor channels including wirehouses, independent broker-dealers, banks, and RIAs. The objective is to drive allocations to flagship funds while also supporting the launch and adoption of new strategies. The Internal Wholesaler’s performance is measured by net fund flows, assets under management, development of new advisor relationships, and retention of existing assets.

Job Functions

• Drive Net New Assets through proactive advisor engagement and relationship development
• Partner with GRMs to develop business within a specific geographic territory
• Clearly explain and position DoubleLine Strategies across all areas of taxable fixed income
• Assist GRMs with day-to-day tasks as a coordinated sales team
• Service advisors and existing assets by responding to product inquiries and providing market updates

Qualifications

• Bachelor’s Degree with 2 years of experience in the financial services industry
• FINRA Series 7 and 63 or 66 license requiredExceptional ability to build and maintain strategic relationships
• Results‑oriented self‑starter with strong work ethic
• Strong communication, interpersonal, and organizational skills
• Collaborative individual dedicated to the success of the team