Senior Investment Consultant, Southeast Florida Region

Financial Planning and AnalysisFinancial Planning and AnalysisFull TimeRemoteTeam 201-500Since 1982H1B SponsorCompany SiteLinkedIn

Location

Florida

Posted

24 days ago

Salary

Not specified

Bachelor DegreeEnglish

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.

Job 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.

Related Job Pages

More Financial Planning and Analysis Jobs

AVP, Financial Planning Practice Management Consultant

LPL Financial

We take care of our advisors, so they can take care of their clients.

Financial Planning and Analysis24 days ago
Full TimeRemoteTeam 5,001-10,000Since LPL FinancialH1B Sponsor

Assistant Vice President driving financial planning adoption at LPL Financial

North Carolina
$108.4K - $180.6K / year

Investment Banking Modeling Analyst

Weekday (YC W21)

We are a Y-Combinator-backed startup building your AI-powered Recruiter Agent

Financial Planning and Analysis24 days ago
OtherRemoteTeam 11-50Since 2021H1B No Sponsor

This role is for one of our clientsJob Title: Investment Banking Modeling AnalystJob Type: Part-time or Full-time, Project-basedLocation: Remote (Eligible in US, UK, Canada)Compensation: $100 - $200/hour-payAs an Inv...

United States

Senior Financial Operations Analyst

Advocate Aurora Health

We help people live well. We’re proud to be part of Advocate Health.

Financial Planning and Analysis24 days ago
Full TimeRemoteTeam 10,001+H1B No Sponsor

Financial Operations Analyst preparing key financial analyses and reports

North Carolina
$41.1K - $61.7K / year
Financial Planning and Analysis24 days ago
Full TimeRemoteTeam 10,001+Since 1961H1B Sponsor

Senior Financial Analytics Professional managing financial data for healthcare performance

SQL
California + 3 moreAll locations: California, Illinois, Montana, South Dakota
$89K - $121.4K / year