Senior Investment Consultant, Southeast Florida Region
Job Description:
• The Senior Investment Consultant (SIC) position has the primary responsibility of executing a focused sales strategy with a segmented group of advisors.
• The SIC will be responsible for selling Thornburg's mutual funds and SMA products to financial advisors primarily at wire houses, independent/regional broker-dealer and RIA channels.
• Increase sales and enhance relationships with financial advisors within this region.
• Work closely with the inside sales partner to develop and successfully execute a business plan to meet annual sales goal.
• This position will be supported by an Advisor Solutions Consultant.
• The inside sales desk is located in Santa Fe, NM.
• Regional Responsibility requires the appropriate individual to be based in the Southeast Florida Region.
Requirements:
• Proven track record in wholesaling mutual fund products to the financial services industry, preferably within this region.
• Experience selling ETF's, separately managed accounts, private investments, and mutual funds.
• Strong relationships with the advisors and targeted firms in this region would be highly desirable.
• Highest ethical standards and integrity.
• Tremendous work ethic and strong desire to succeed.
• Extensive travel will be required given the size of the regions.
• Professional and academic requirements include: NASD licenses Series 7, 63 and 65.
• A Bachelor’s degree is required.
• CIMA and or CFP designation preferred.
Benefits:
• Medical, dental, and vision coverage.
• Employer 401(k) safe harbor and profit-sharing contributions.
• Work/life programs such as flexible work arrangements, flexible paid time off, paid parental leave, employee assistance plan, commuter benefits, student loan repayment program, education reimbursement program.
• Community involvement opportunities.
• Onsite cafeteria.
• Onsite fitness center.
• Referral program.
Apply Now
Apply Now
• The Senior Investment Consultant (SIC) position has the primary responsibility of executing a focused sales strategy with a segmented group of advisors.
• The SIC will be responsible for selling Thornburg's mutual funds and SMA products to financial advisors primarily at wire houses, independent/regional broker-dealer and RIA channels.
• Increase sales and enhance relationships with financial advisors within this region.
• Work closely with the inside sales partner to develop and successfully execute a business plan to meet annual sales goal.
• This position will be supported by an Advisor Solutions Consultant.
• The inside sales desk is located in Santa Fe, NM.
• Regional Responsibility requires the appropriate individual to be based in the Southeast Florida Region.
Requirements:
• Proven track record in wholesaling mutual fund products to the financial services industry, preferably within this region.
• Experience selling ETF's, separately managed accounts, private investments, and mutual funds.
• Strong relationships with the advisors and targeted firms in this region would be highly desirable.
• Highest ethical standards and integrity.
• Tremendous work ethic and strong desire to succeed.
• Extensive travel will be required given the size of the regions.
• Professional and academic requirements include: NASD licenses Series 7, 63 and 65.
• A Bachelor’s degree is required.
• CIMA and or CFP designation preferred.
Benefits:
• Medical, dental, and vision coverage.
• Employer 401(k) safe harbor and profit-sharing contributions.
• Work/life programs such as flexible work arrangements, flexible paid time off, paid parental leave, employee assistance plan, commuter benefits, student loan repayment program, education reimbursement program.
• Community involvement opportunities.
• Onsite cafeteria.
• Onsite fitness center.
• Referral program.
Apply Now
Apply Now