Senior Investment Consultant, Upper Midwest Region

Remote Full-time
Job Description: • The Senior Investment Consultant (SIC) position for the Upper Midwest region 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. 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 tot his job
Apply Now

Similar Opportunities

Experienced Registered Behavior Technician for In-Home ABA Therapy - Atlanta, GA

Remote Full-time

Immediate Hiring: Experienced Registered Behavioral Technician (RBT) for Clinic-Based ABA Therapy Services

Remote Full-time

Experienced Registered Behavioral Technician (RBT) - ABA Therapy for Children with Autism Spectrum Disorder

Remote Full-time

Experienced Registered Nurse - Telehealth: Providing Remote Care Coordination and Patient Support

Remote Full-time

Experienced Substitute Teacher for Riverside County Schools - Join Scoot Education's Innovative Team

Remote Full-time

Experienced Substitute Teacher for San Bernardino County - Flexible Schedules & Competitive Pay

Remote Full-time

Experienced School Year Instructional Coach for High-Dosage Tutoring Programs in Edgewater Park, NJ

Remote Full-time

Experienced School Year Tutor for K-8 Students in Math and Literacy - Mickleton, NJ

Remote Full-time

Experienced Secondary Social Studies Teacher for Kansas - Flexible Hybrid Remote Arrangement

Remote Full-time

USPS Office Helper

Remote Full-time

Disney Vacation Club Sales Coordinator

Remote Full-time

[Remote] Marketing Project Coordinator, Temporary

Remote Full-time

Curator - DAR Museum

Remote Full-time

Join Today: Entry-Level Behavior Technician for Autism Services - Comprehensive Training Provided and Competitive Compensation Offered

Remote Full-time

Finance Controller, Deloitte Global Finance

Remote Full-time

**Data Entry Clerk – Office Position in Seattle, WA**

Remote Full-time

[Remote] HR Technology Business Intelligence (BI) Developer - REMOTE

Remote Full-time

Experienced Amazon Office Associate – Remote Administrative Support Role

Remote Full-time

Experienced Overnight Remote Customer Service Representative – Delivering Exceptional Support and Earning $25-$35/hr from the Comfort of Your Own Home at blithequark

Remote Full-time

Helpdesk Technician Level II (Fri-Tues schedule)

Remote Full-time
← Back to Home