Investment Management Advisor Growth Specialist

Horizon Investments, LLC.; Charlotte (NC); On-site; USD 55,000 - 100,000; Full time

Job summary

Horizon Investments, LLC. seeks an Advisory Specialist in Charlotte to develop new business leads and support existing client relationships, partnering with a Regional Director to expand Horizon's market share.

You will run proactive call/email campaigns to Financial Advisors, schedule virtual meetings, promote Horizon's online advisor prosite, engage with Centers of Influence, and conduct model reviews for clients.

Qualifications

• Bachelor's degree is required.
• FINRA SIE and Series licenses must be obtained within 4 months.
• Strong relationship-building and communication abilities.
• Experience selling to Financial Advisors preferred.

Responsibilities

• Prospects to uncover new business leads through proactive calls and emails.
• Schedules and runs virtual meetings with Financial Advisors.
• Drives attendance to Horizon events.
• Acts as liaison between Financial Advisors and Investment Management.
• Stays informed of domestic and global market trends.
• Tracks activity through the CRM.

Skills

Relationship building

Teamwork & independence

Self-motivated

Sales drive

Communication skills

Organization

RIA platforms knowledge

Salesforce

Education

Bachelor's degree

FINRA SIE

Series 7

Series 63

Tools

Salesforce

Microsoft Office

Job description

Horizon Investments, LLC. seeks an Advisory Specialist in Charlotte to develop new business leads and support existing client relationships, partnering with a Regional Director to expand Horizon's market share.

You will run proactive call/email campaigns to Financial Advisors, schedule virtual meetings, promote Horizon's online advisor prosite, engage with Centers of Influence, and conduct model reviews for clients.