Senior Associate, Internal Advisor Consultant

• Proven track record of consistently exceeding annual territory sales goals and ranking in top quartile of annual territory sales rankings.
• Proven track record of developing deep relationships with clients and Silver Segment Advisors to raise assets.
• Experience selling or marketing investment products required
• 2-3 years of similar experience.
• Consistently exceeds the goal set for quality contacts.
• Shows consistent sales leadership in new products as they are launched and maintains a diversified business mix.
• Mastery of investment products and research.
• Proficiency in aligning investment solutions with partner firm’s research.
• Bachelor’s degree (MBA a plus).
• Series 7 or Series 6 license required; series 63 preferred (if not, obtain within three months).
• Experience within Financial Services.
• Demonstrates inclusive behaviors in support of a culture that values diverse perspectives
• Agrees to comply with the firm’s hybrid work policy (“work from home policy,” as aligned with the Company’s employee handbook), which currently requires reporting to the Company’s New York City office four (4) days per week, with one (1) remote workday permitted.

Note: This job description reflects management's assignment of essential functions; it does not prescribe or restrict the tasks that may be assigned.

The job title or duties and responsibilities may be changed by the Company at any time.