Denver Senior Investment Consultant - Advisor Sales & Relationships

Thornburg Investment Management; Denver (CO); On-site; USD 90,000 - 150,000; Full time

Benefits offered by this job

Onsite cafeteria

Onsite fitness center

401(k) plan

Job summary

Thornburg Investment Management seeks a Senior Investment Consultant to drive a focused sales strategy in the Mountain Region, based in Denver, CO. You will sell Thornburg mutual funds, SMA products, ETFs, and private offerings to financial advisors across wire houses, independent/regional brokers, and RIAs.

Qualifications include a proven wholesaling track record, Series 7/63/65 licenses, a Bachelor's degree, and travel flexibility; CFP/CIMA are preferred.

Qualifications

• Proven track record wholesaling mutual funds to financial services in the region.
• Experience selling ETFs, SMAs, private investments, and mutual funds.
• Strong advisor relationships in the region would be highly desirable.
• Highest ethical standards and integrity.
• Tremendous work ethic and desire to succeed.
• Extensive travel will be required.

Responsibilities

• Increases sales and enhances relationships with financial advisors within this region.
• Work closely with the inside sales partner to meet annual sales goals.
• This position is supported by an Advisor Solutions Consultant; inside sales is in Santa Fe, NM.

Skills

Wholesaling funds

Relationship building

Regional sales

Education

Bachelor's degree

Series 7

Series 63

Series 65

CIMA

CFP designation

Job description

Thornburg Investment Management seeks a Senior Investment Consultant to drive a focused sales strategy in the Mountain Region, based in Denver, CO. You will sell Thornburg mutual funds, SMA products, ETFs, and private offerings to financial advisors across wire houses, independent/regional brokers, and RIAs.

Qualifications include a proven wholesaling track record, Series 7/63/65 licenses, a Bachelor's degree, and travel flexibility; CFP/CIMA are preferred.