FINRA Licensed Internal Consultant

Job Summary

A company is looking for an Alternative Investment Internal Consultant.

Key Responsibilities

• Collaborate with specialists to enhance client relationships and drive sales of alternative investment products
• Identify and develop new business opportunities while deepening existing advisor relationships
• Utilize data for territory management, sales documentation, and strategic planning

Required Qualifications

• Bachelor's degree or equivalent combination of education and experience
• 8+ years of relevant work experience
• FINRA Series 7 AND 63/65, OR Series 7 AND 66 licenses
• Experience in intermediary markets and understanding of consultative sales
• Proficiency in Excel and Salesforce