Strategic Market Consultant for Financial Advisors

1240 Invesco Distributors Inc.; Atlanta (GA); Hybrid; USD 70,000 - 90,000; Full time

Benefits offered by this job

Flexible paid time off

Hybrid work schedule

401(k) matching

Health & wellbeing benefits

Job summary

1240 Invesco Distributors Inc. is looking for an Internal Market Consultant in Atlanta, Georgia. In this role, you will manage partnerships with intermediary clients, enhancing client relations and achieving profitability goals.

The ideal candidate will have 2–5 years of consultative selling experience in financial services and a strong understanding of capital markets. This position offers a hybrid work schedule and a comprehensive training program.

Qualifications

• 2–5 years of consultative selling experience in financial services.
• Strong understanding of capital markets and mutual funds.
• FINRA Series7 and 63/65 or 66 licensure required.

Responsibilities

• Manage partnerships with intermediary clients.
• Develop strong client relationships to enhance wallet share.
• Use portfolio analytical tools to optimize client portfolios.

Skills

Consultative selling experience

Client-first mindset

Excellent listening skills

Presentation skills

Education

College degree

MBA, CFA, CFP, or CIMA

Tools

CRM systems

Job description

1240 Invesco Distributors Inc. is looking for an Internal Market Consultant in Atlanta, Georgia. In this role, you will manage partnerships with intermediary clients, enhancing client relations and achieving profitability goals.

The ideal candidate will have 2–5 years of consultative selling experience in financial services and a strong understanding of capital markets. This position offers a hybrid work schedule and a comprehensive training program.