Regional Sales Associate: Financial Advisor Growth

Guggenheim Investments; Chicago (IL); On-site; USD 65,000 - 90,000; Full time

Job summary

Guggenheim Investments seeks a Regional Sales Associate in our Chicago office to drive growth by increasing assets under management. You will build relationships with financial advisors, analyze client portfolios, and collaborate with wholesalers to execute territory plans.

Ideal candidates possess a college degree, strong analytical and communication skills, and experience in financial brokerage or investment management sales. FINRA licensing and advanced degrees are preferred.

Qualifications

• College degree required.
• Analytical abilities and familiarity with investment strategies.
• Excellent oral and written communication skills.
• Energetic, self-motivated, goal-oriented.

Responsibilities

• Initiate sales calls to identify new opportunities and provide financial intermediaries with information.
• Respond promptly to inquiries from financial intermediaries.
• Partner with external wholesalers to schedule and support sales; execute territory plans.
• Follow up on leads from wholesalers and referrals.
• Maintain activity and profile data in the CRM.
• Assist intermediaries in portfolio analysis to recommend investment strategies.

Skills

Sales experience

Relationship building

CRM proficiency

Analytical skills

Communication skills

Portfolio analysis

Education

Bachelor's degree in Finance or Business

MBA / CFA preferred

FINRA licenses (Series 7, 63, 65, 66)

Tools

CRM systems (Salesforce)

Microsoft Office

Job description

Guggenheim Investments seeks a Regional Sales Associate in our Chicago office to drive growth by increasing assets under management. You will build relationships with financial advisors, analyze client portfolios, and collaborate with wholesalers to execute territory plans.

Ideal candidates possess a college degree, strong analytical and communication skills, and experience in financial brokerage or investment management sales. FINRA licensing and advanced degrees are preferred.