Internal Wholesaler – Advisor Growth Consultant

DoubleLine Group LP; Tampa (FL); On-site; USD 65,000 - 100,000; Full time

Job summary

DoubleLine Group LP in Tampa, FL seeks an Advisor Consultant (Internal Wholesaler) to support distribution of investment strategies to financial advisors. You will be primary contact for insights into the firm’s views, collaborate with the Global Relationship Manager, and help expand access to flagship funds within wirehouses, BDs, banks and RIAs.

Key measures include net new assets, assets under management growth, new advisor relationships, and retention of existing assets.

Qualifications

• Bachelor’s Degree with 2 years of experience in the financial services industry.
• FINRA Series 7 and 63 or 66 license required.
• Exceptional ability to build and maintain strategic relationships.

Responsibilities

• Drive Net New Assets through proactive advisor engagement and relationship development.
• Partner with GRMs to develop business within a specific geographic territory.
• Clearly explain and position DoubleLine Strategies across all areas of taxable fixed income.
• Assist GRMs with day-to-day tasks as a coordinated sales team.
• Service advisors and existing assets by responding to product inquiries and providing market updates.

Skills

Relationship building

Communication skills

Teamwork

Education

Bachelor’s Degree

Job description

DoubleLine Group LP in Tampa, FL seeks an Advisor Consultant (Internal Wholesaler) to support distribution of investment strategies to financial advisors. You will be primary contact for insights into the firm’s views, collaborate with the Global Relationship Manager, and help expand access to flagship funds within wirehouses, BDs, banks and RIAs.

Key measures include net new assets, assets under management growth, new advisor relationships, and retention of existing assets.