Advisor Consultant

DoubleLine; Tampa (FL); On-site; USD 85,000 - 115,000; Full time

Benefits offered by this job

Health benefits

Job summary

DoubleLine seeks an Advisor Consultant to drive asset growth by supporting the distribution of investment strategies to financial advisors. You will be the primary contact for advisor inquiries and will work closely with the Global Relationship Manager to penetrate wirehouses, independent broker-dealers, banks, and RIAs.

In this role you’ll help launch and promote new strategies and measure success via net fund flows, AUM growth, and the development of advisor relationships in a team-based

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.
• Results-oriented self-starter with strong work ethic.
• Strong communication, interpersonal, and organizational skills.
• Collaborative individual dedicated to the success of the team.

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

Interpersonal skills

Organizational skills

Self-motivation

Education

Bachelor's Degree

Tools

FINRA Series 7

FINRA Series 63

FINRA Series 66

Job description

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 Advisor Consultant 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 Advisor Consultant’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 required
• Exceptional 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