Advisor Relations Analyst

Four Springs Capital Markets; Wall Township (NJ); On-site; USD 50,000 - 65,000; Full time

Benefits offered by this job

Direct mentorship from experienced professionals

Long-term career growth opportunities

Competitive compensation structure

Job summary

Four Springs Capital Markets is seeking an energetic Advisor Relations Analyst in Wall Township, NJ. This entry-level role focuses on building advisor relationships and supporting territory growth initiatives in financial services and alternative investments.

The ideal candidate will be outgoing, competitive, and organized, with strong communication skills to thrive in a fast-paced environment. Opportunities for mentorship and career growth are available in this rapidly growing firm.

Qualifications

• 0–2 years of professional experience preferred.
• Comfortable communicating with financial professionals.
• Competitive, coachable, and self-motivated mindset.

Responsibilities

• Conduct proactive outreach to financial advisors.
• Promote educational webinars and market insights.
• Help identify and develop new advisor relationships.

Skills

Strong communication and interpersonal skills

Organizational skills and attention to detail

CRM or Salesforce experience

Job description

Four Springs Capital Markets ("FSCM") is the distribution arm of Four Springs TEN31 Xchange. Founded in 2008, the firm is a long‑standing participant in the tax‑advantaged real estate marketplace with a national footprint spanning broker‑dealers, RIAs, and family offices.

Four Springs TEN31 Xchange has been an active DST sponsor since 2014, with over $1.2 billion in assets under management and more than 30 DST offerings launched across industrial, retail, medical, and specialty real‑estate sectors. Our platform emphasizes high‑quality, net lease real estate and institutionally structured investment programs designed to serve the needs of financial advisors and their clients.

As part of the broader Wheelhouse Capital Group platform, FSCM partners with financial advisors nationwide through a relationship‑driven, education‑focused approach to alternative investments and 1031 exchange solutions.

Position Overview

The Advisor Relations Analyst is an entry‑level sales and business development role designed for individuals interested in building a long‑term career within financial services, real estate, capital markets, and alternative investments.

This individual will work closely with their territory partners to help expand advisor relationships, support territory growth initiatives, and increase engagement across broker‑dealers, RIAs, and family offices nationwide.

The ideal candidate is energetic, competitive, organized, outgoing, and comfortable communicating with financial professionals in a fast‑paced, relationship‑oriented environment.

Key Responsibilities

• Conduct proactive outbound outreach to financial advisors and home office contacts
• Promote educational webinars, investment resources, market insights, and marketing initiatives
• Help identify and develop new advisor relationships and business opportunities
• Schedule meetings and introductory calls for territory partners
• Support advisor follow‑up efforts surrounding conferences, webinars, roadshows, and campaigns
• Assist with advisor engagement initiatives across FSCM offerings and educational platforms

Pipeline & Territory Support

• Build, maintain, and manage advisor activity within CRM (Salesforce)
• Track advisor interactions, engagement activity, and follow‑up opportunities
• Research advisor firms, teams, and strategic territory opportunities
• Support territory growth initiatives and pipeline development efforts
• Coordinate outreach campaigns and advisor communications

Operational & Cross‑Functional Collaboration

• Work closely with Sales, Marketing, Investor Services, Operations, and Compliance teams
• Assist with preparation of presentations, follow‑up emails, webinar support, and marketing materials
• Stay current on trends in the DST, alternatives, and private real‑estate landscape
• Support advisor education initiatives and thought leadership efforts across the platform

Qualifications

• 0–2 years of professional experience preferred
• Strong communication and interpersonal skills
• Competitive, coachable, and self‑motivated mindset
• Strong organizational skills and attention to detail
• Comfortable communicating with financial professionals in a fast‑paced environment
• CRM or Salesforce experience is a plus
• FINRA licenses are not required initially but are viewed positively

What We Offer

• Direct mentorship from experienced capital markets and business development professionals
• Long‑term career growth opportunities within a fast‑growing national platform
• Exposure to institutional‑quality real estate and alternative investment strategies
• Entrepreneurial and collaborative team culture
• Competitive compensation structure including salary and incentive opportunities
• Opportunity to be part of a rapidly growing platform within the alternative investment industry