Advisor Consultant Full-Time - Summer 2027

careers-lordabbett; Jersey City (NJ); On-site; USD 86,000 - 105,000; Full time

Job summary

Lord Abbett is seeking an Advisor Consultant in New Jersey to build client relationships, engage with Financial Advisors, and support business growth through cross-selling opportunities.

You will undergo comprehensive training for investment markets, product knowledge, and licensing (Series 7, 66, SIE) and join a regional desk to drive growth and client engagement.

Qualifications

• 0-3 years relevant experience in financial services.
• Ability to obtain Series 7, 66, and SIE licenses within the designated time frame.
• Exceptional written and verbal communication skills.
• Ambition to pursue a client-facing career with relationship management and sales.

Responsibilities

• Proactively engage with Financial Advisors to strengthen relationships and identify cross-selling opportunities.
• Represent Lord Abbett professionally, serving as a trusted resource for clients.
• Receive regular coaching to support development and success.
• Support business growth and deepen client relationships within an assigned region.
• Coordinate with Marketing to execute outbound campaigns and drive business objectives.

Skills

Relationship management

Communication skills

Learn quickly

Client-facing mindset

Tools

CRM software

Job description

The Role

The Advisor Consultant role is designed for early career professionals eager to launch a dynamic and rewarding career in financial services. This role offers a unique opportunity to build a strong foundation in client relationship management, consultative sales, and practice management

through a comprehensive and immersive training program. You’ll begin your journey with in-depth training that includes investment markets, product knowledge, presentation skills, and preparation for the Series 7, 66, and SIE licenses. Once onboarded, you’ll join our Advisor Consultant desk, where you’ll play a key role in supporting business growth and deepening client relationships within a designated region.

As an Advisor Consultant, you will:

• Proactively engage with Financial Advisors to strengthen relationships, identify cross-selling opportunities, and cultivate new business.
• Represent Lord Abbett with professionalism and expertise, serving as a trusted resource for our clients.
• Receive regular performance feedback and coaching to support your development and success.

This role serves as the primary talent pipeline for futureRegional Managerpositions across the West, Midwest, South, Southeast, and Northeast regions. Upon promotion, Regional Managers transition into their assigned territories, continuing to build on the relationships and business opportunities they helped develop.

We’ll trust you to:

• Exhibit strong knowledge of mutual funds, separately managed accounts (SMAs), and retirement solutions
• Analyze and interpret current market trends to assess their implications on investment strategies
• Initiate proactive outreach to financial advisors, delivering timely sales ideas and value-added business insights
• Collaborate closely with Regional Managers to drive growth and manage relationships within an assigned territory
• Coordinate with the Marketing team to execute strategic outbound calling campaigns that support business objectives

You'll need to have:

• 0-3 years relevant experience in the financial services industry
• Ability to obtain the Series 7, 66, and SIE licenses within the designated time frame
• Exceptional written and verbal communication skills
• The aptitude to learn and adapt quickly in a rapidly changing environment
• Real ambition to pursue a client-facing career, with a strong interest in relationship management and sales
• Ability to develop client relationships and strategic partnerships
• Program start date: July 2027

Why Lord Abbett?

Lord Abbett is a leading independent, privately held, global investment management company founded in 1929. We believe in active management, product quality and a singular focus on the management of money. Our vision is to be the most respected asset manager in the world, admired for our people, our performance, our relationships, and our organizational agility. This inspires the three pillars of our culture:

• Principles-Based - We empower our leaders to create an environment of trust
• Performance-Oriented - We believe in meritocracy – we reward performance
• Purpose-Driven – We always put the best interests of our clients first

We were honored to be ranked #1 in Barron’s Best Fund Families for 2024 and to have earned recognition as one of the Best Places to Work in Money Management by Pensions & Investments for five consecutive years.

Compensation Information: Annual base salary for this role is $95,000. Salary is estimated for this role. Actual pay may be different.

Bonus:Role may be eligible to receive a performance-based bonus. Bonus eligibility and amounts are determined by several factors including, but not limited to, firm, team, and individual performance.

• Lord Abbett is committed to offering a competitive total rewards package to all eligible employees. Offerings include competitive total compensation, retirement plans, competitive health and well-being plans. To learn more about what we offer, please visitCareers | Lord Abbett

Lord Abbett is an equal employment opportunity employer.We are committed to providing equal employment opportunities to all qualified individuals without regard to the following legally protected characteristics: race, color, religion, sex, pregnancy, national origin, age, physical or mental disability, marital status, sexual orientation, sexual identity, caregiver status, military/veteran status, or any other characteristic protected by local, state or federal law.All employment decisions at Lord Abbett are based solely on the applicant’s relevant experience, skills and qualifications.

Please note Lord Abbett is not offering sponsorship for this role.