Financial Advisor Consultant — Launch Your Client-Centric Career

Lord, Abbett & Co. LLC

Jersey City (NJ)

Vor Ort

USD 86.000 - 105.000

Vollzeit

14 Tage+

Eine vollständige Bewerbung in einer Minute

Maßgeschneiderter Lebenslauf und Anschreiben – versandbereit.

Schaffe es an den ATS-Filtern vorbei

Benefits dieser Stelle

Competitive total rewards package
Retirement plans
Health and well-being plans

Zusammenfassung

Lord Abbett offers an Advisor Consultant program designed for early career professionals to build a foundation in relationship management, consultative sales, and practice management through immersive training and licensing prep. You’ll join the Advisor Consultant desk to support growth within a regional territory and develop into Regional Manager roles across multiple regions.

The role emphasizes knowledge of mutual funds, SMAs, retirement solutions, and market trends, with structured coaching

Qualifikationen

  • 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 in relationship management and sales.
  • Program start date: January 2027.

Aufgaben

  • Proactively engage with Financial Advisors to strengthen relationships and cross-sell opportunities.
  • Represent Lord Abbett as a trusted resource for clients.
  • Receive regular feedback and coaching to support development.
  • Collaborate with Regional Managers to drive growth in an assigned territory.
  • Coordinate with Marketing for outbound campaigns to support business objectives.

Kenntnisse

Client relationship management
Sales
Communication
Adaptive learning

Ausbildung

Series 7 license
Series 66 license
SIE license

Jobbeschreibung

Lord Abbett offers an Advisor Consultant program designed for early career professionals to build a foundation in relationship management, consultative sales, and practice management through immersive training and licensing prep. You’ll join the Advisor Consultant desk to support growth within a regional territory and develop into Regional Manager roles across multiple regions.

The role emphasizes knowledge of mutual funds, SMAs, retirement solutions, and market trends, with structured coaching

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