Pac NW Investment Advisor Consultant – Funds & ETFs

Neuberger Berman; Washington; Hybrid; USD 85,000 - 100,000; Full time

Benefits offered by this job

Paid time off

Medical/dental/vision insurance

Retirement plan

Life insurance

Job summary

Neuberger Berman is seeking an Advisor Consultant to foster relationships with Financial Advisors at firms like Merrill Lynch and Morgan Stanley in the Pacific Northwest. The ideal candidate will have a strong background in investment management, with at least 10 years of experience.

Responsibilities include developing business plans, meeting sales objectives, and maintaining CRM data. The salary range is $85,000 to $100,000, and the position offers benefits such as medical insurance and retirement plans.

Qualifications

• Minimum 10 years’ experience in investment management.
• 5+ years of intermediary distribution experience preferred.
• Excellent verbal and written communication skills.

Responsibilities

• Build relationships with financial advisors.
• Develop and implement a business plan for the territory.
• Coordinate sales meetings and presentations.

Skills

Investment management

Client relationship management

Sales expertise

Communication

Education

Undergraduate degree

Graduate degree (a plus)

Tools

Neuberger Berman CRM

Job description

Neuberger Berman is seeking an Advisor Consultant to foster relationships with Financial Advisors at firms like Merrill Lynch and Morgan Stanley in the Pacific Northwest. The ideal candidate will have a strong background in investment management, with at least 10 years of experience.

Responsibilities include developing business plans, meeting sales objectives, and maintaining CRM data. The salary range is $85,000 to $100,000, and the position offers benefits such as medical insurance and retirement plans.