Internal Advisory Consultant: Advisor Relationships & Growth

Future Standard; Philadelphia (Philadelphia County); On-site; USD 90,000 - 130,000; Full time

Job summary

Future Standard in Philadelphia is seeking an Associate, Internal Advisory Consultant to drive sales with financial advisors across an assigned US region, collaborating with cross-functional teams to meet client needs.

You will handle prospecting, profile advisors, manage the sales pipeline in CRM, and learn and present strategies across channels, supporting junior team members as needed.

Qualifications

• FINRA Series 7 required.
• Series 63 must be obtained within 3 months of employment.
• Three plus (3+) years of financial services experience, with at least two years in a Sales Consultant capacity.
• Knowledge of multiple distribution channels a plus, including RIAs and wirehouses.
• Experience in Microsoft Office (Outlook, Excel, Word, and PowerPoint), Salesforce, and Webinar skills required.

Responsibilities

• Initiate and proactively build relationships with financial advisors, divisional and regional representatives, research analysts and investment professionals through proactive telephone calls and contact follow up.
• Portray a strong understanding of the capital markets, and securities industry and demonstrate proficiency of alternative investments.
• Effectively profile advisors to understand their practice, clients, and investment process, coordinating the logistics involved in managing the sales process and pipeline.
• Learn, understand and professionally represent all strategies and products across multiple channels and platforms while keeping up-to-date with competing strategies and products.
• Identify and pursue leads generated from extensive research, referrals, ad campaigns and regional canvassing. Consistently seeks referrals from top producer lists to find new advisor relationships.
• Demonstrate organized, efficient and effective territory management and sales skills on a consistent basis.
• Operate within the firms CRM system at an expert level and maintains database for accurate and current information.
• Provide support and direction to more junior members on the sales team.

Skills

FINRA Series 7

Series 63 within 3 months

Financial services sales experience

CRM experience

Sales skills

Tools

Salesforce

Microsoft Office

Webinar platforms

Job description

Future Standard in Philadelphia is seeking an Associate, Internal Advisory Consultant to drive sales with financial advisors across an assigned US region, collaborating with cross-functional teams to meet client needs.

You will handle prospecting, profile advisors, manage the sales pipeline in CRM, and learn and present strategies across channels, supporting junior team members as needed.