Broker-Dealer Channel Regional Wealth Consultant

CFA Institute; Jacksonville (FL); On-site; USD 100,000 - 171,000; Full time

Job summary

State Street Investment Management (SSIM) is hiring for a distribution role in the U.S. Wealth team to expand relationships with top financial advisors in South Florida.

The Regional Consultant will partner with advisors to drive business development, product adoption and sales execution from the West Palm Beach–Miami area. The role requires FINRA Series 7/63, a Bachelor's degree and 5+ years in sales within the investment industry.

Qualifications

• Bachelor's degree required and FINRA Series 7/63 licenses.
• CFA, CIMA or similar designation preferred.
• 7 years in investment management with 5+ in sales/business development.
• Strong investment knowledge across ETFs, funds, models and alternatives.
• Ability to work independently while collaborating with internal teams.

Responsibilities

• Own and grow client relationships with broker dealers across South Florida.
• Deliver market insights, product information, investment ideas, and sales support.
• Act as an expert on SSIM solutions including ETFs and model portfolios.
• Drive net new assets and revenue by expanding engagement with partners.
• Travel regionally to coordinate with sub-advisory partners and providers.

Skills

Communication

Relationship-building

Presentation skills

Leadership

Sales experience

Travel readiness

Education

Bachelor's degree

FINRA Series 7

FINRA Series 63

CFA/CIMA preferred

Job description

State Street Investment Management (SSIM) is hiring for a distribution role in the U.S. Wealth team to expand relationships with top financial advisors in South Florida.

The Regional Consultant will partner with advisors to drive business development, product adoption and sales execution from the West Palm Beach–Miami area. The role requires FINRA Series 7/63, a Bachelor's degree and 5+ years in sales within the investment industry.