Financial Advisor Solutions Consultant

Jobtailor; Colorado; On-site; USD 70,000 - 110,000; Full time

Job summary

Jobtailor in Colorado is seeking a seasoned financial services professional to build and manage relationships with a targeted audience of financial advisors. You will identify high-potential advisors and collaborate with your external sales counterpart to tailor coverage across the territory.

In this consultative role, you will prospect, sell, and retain advisor relationships while driving gross sales, net new flows, and redemption rates.

Qualifications

• Bachelor’s degree or equivalent combination of education and experience.
• FINRA Series 7 and 66 (or ability to obtain within 3 months of hire).
• 3+ years of relevant experience in financial services, sales, or relationship management.
• Strong consultative, client service, and relationship-building skills.
• Excellent communication and presentation abilities.

Responsibilities

• Build and manage relationships with financial advisors.
• Collaborate with external sales to cover high-potential advisors.
• Prospect, sell, and retain advisor relationships with a consultative approach.
• Drive results by contributing to gross sales, net new flows, redemption rates, and activity targets.
• Partner with external sales to optimize client coverage within the territory.

Skills

Consultative selling

Relationship management

Client service

Presentation skills

Education

Bachelor’s degree or equivalent

FINRA Series 7

FINRA Series 66

Job description

Jobtailor in Colorado is seeking a seasoned financial services professional to build and manage relationships with a targeted audience of financial advisors. You will identify high-potential advisors and collaborate with your external sales counterpart to tailor coverage across the territory.

In this consultative role, you will prospect, sell, and retain advisor relationships while driving gross sales, net new flows, and redemption rates.