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Senior Investment Consultant – Southwest Region
Location
Arizona
Posted
10 days ago
Salary
0
Seniority
Senior
Job Description
Senior Investment Consultant – Southwest Region
Thornburg Investment Management
• 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.
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.
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