Advisor Consultant
Advisor Consultant
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Job Description
The CrossChannel Advisor Consultant is responsible for furthering the growth of NBs platform through strategic relationship building and business development initiatives with predominantly Edward Jones Commonwealth Northwestern Mutual Osaic Stifel RBC etc. in the Central Region. The CrossChannel Advisor Consultant must possess excellent interpersonal organizational and communication skills a deep understanding of investments and capital markets and the ability to work effectively in a collaborative environment with both internal and external stakeholders.
Responsibilities
Effectively profile clients developing a deep understanding of their specific investment goals objectives and processes. 60 of the time will be spent in Texas with the remainder spread across the rest of the major money markets in the Central Region.
Provide insightful commentary regarding market movements economic and industry trends product and portfolio updates; offer clients accurate performance attribution portfolio strategy and market performance insights; summarize and explain complex financial and economic concepts to educate clients through strategic dialogue
Liaise with other internal teams (marketing performance analytics operations legal & compliance) to ensure client needs are met; effectively build and maintain strong working relationships with stakeholders within each function
Proactively tackle client issues headon by swiftly engaging the appropriate internal stakeholders to ensure comprehensive and timely solutions
Accountable for 510 client meetings per week
Possess strong client relationship skills; influence senior clients to grow advocacy with investment teams
Qualifications
Minimum of 5 years clientfacing experience ideally from within a structured intermediary distribution business
Strong relationship management and business development skills; existing CrossChannel relationships a plus
Strong fixed income/ETF background with a fundamental understanding of alternatives desired
Ability to effectively communicate and position complex financial instruments and investment processes
Comfortable working in a fastpaced dynamic evolving environment; capacity and ability to adjust to multiple demands and shifting priorities
Strong organizational skills with keen attention to detail and followup
Demonstrated strategic thinking strong verbal and written communication skills
Ability to extensively collaborate within internal teams
Desire to contribute to the building of a nascent business
Series 7 63/65 or Series 7 66 required
Series 31 required within 3 months of employment
CFP CIMA and/or CFA/CAIA desired
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Compensation Details
The salary range for this role is $85000$100000. This is the lowest to highest salary we in good faith believe we would pay for this role at the time of this posting. We may ultimately pay more or less than the posted range and the range may be modified in the future. This range is only applicable for jobs to be performed in the job posting location. An employees pay position within the salary range will be based on several factors including but limited to relevant education qualifications certifications experience skills seniority geographic location business sector performance shift travel requirements sales or revenuebased metrics market benchmarking data any collective bargaining agreements and business or organizational needs. This job is also eligible for a discretionary bonus and production compensation which along with base salary and retirement contributions is part of our total comprehensive package. We offer a comprehensive package of benefits including paid time off medical/dental/vision insurance 401(k) life insurance and other benefits to eligible employees.Note: No amount of pay is considered to be wages or compensation until such amount is earned vested and determinable. The amount and availability of any bonus commission production or any other form of compensation that are allocable to a particular employee remains in the Companys sole discretion unless and until paid and may be modified at the Companys sole discretion consistent with the law.
Neuberger Berman is an equal opportunity employer. The Firm and its affiliates do not discriminate in employment because of race creed national origin religion age color sex marital status sexual orientation gender identity disability citizenship status or protected veteran status or any other characteristic protected by local state or federal laws rules or regulations. If you would like to contact us regarding the accessibility of our website or need assistance completing the application process please contact .
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Required Experience:
Contract
Employment Type
Full-Time
