Advisor Consultant, Broker Dealer, Mid West
External
Nb · Home Office -, IN$85K–$100K/yrFull-timeRemoteToday
AccessibilityComplianceCRMLess
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About the role
The Advisor Consultant is responsible for creating new relationships and managing existing ones with Financial Advisors at Merrill Lynch, Morgan Stanley, UBS, and Raymond James. The goal of the Advisor Consultant is to increase sales and revenue of Neuberger Berman mutual funds, SMAs, ETFs, and alternative investment strategies within the prescribed territory of Indiana, Illinois (x-Chicago Metro), and Milwaukee. This is accomplished through relationship building via individual and group financial advisor meetings, client events, and conferences.