Investment-Only Internal Client Advisor for 401(k) Growth

Aumni; Columbus (OH); On-site; USD 58,500 - 71,500; Full time

Benefits offered by this job

Health care coverage

Retirement savings plan

Tuition reimbursement

Mental health support

Job summary

TwinThread is seeking an Asset Management - Internal Client Advisor in Columbus, OH. This full-time role involves driving growth in the 401(k) pipeline and collaborating with advisors to optimize business results. Ideal candidates will have at least 2 years of financial sales experience and a proven track record in Investment Management or Retirement plans. A Bachelor's degree and Series 7 and Series 63 (or 66) within 90 days are mandatory. Competitive salary and comprehensive benefits are offered.

Qualifications

• Minimum of 2 years of financial sales experience required.
• Proven success in selling Investment Management and Retirement plans.
• Ability to learn and demonstrate industry and product knowledge.

Responsibilities

• Drive 401(k) pipeline and sales growth with advisor firms.
• Engage advisors to optimize business results through collaboration.
• Prepare and deliver investment analytics and client proposals.

Skills

Financial sales experience

Relationship management

Multi-tasking

Industry and product knowledge

Communication skills

Education

Bachelor's degree

Job description

TwinThread is seeking an Asset Management - Internal Client Advisor in Columbus, OH. This full-time role involves driving growth in the 401(k) pipeline and collaborating with advisors to optimize business results. Ideal candidates will have at least 2 years of financial sales experience and a proven track record in Investment Management or Retirement plans. A Bachelor's degree and Series 7 and Series 63 (or 66) within 90 days are mandatory. Competitive salary and comprehensive benefits are offered.