[Remote] Investment Consultant (External Wholesaler)

Note: The job is a remote job and is open to candidates in USA. reputed company, through its subsidiary reputed company Rochdale, partners with financial advisors and high-net-worth clients to create personalized investment portfolios. The Investment Consultant will reputed company relationships with Independent Financial Advisors and facilitate client communications while expanding the firm's asset management services.

Responsibilities

• reputed company and implement programs designed to increase the quality and quantity of Independent Financial Advisors, accounting and law firms referring clients to Rochdale
• Ensure that Independent Financial Advisors are kept abreast of firm and industry developments
• Ensure that the transition from the sales process to portfolio management is smooth and accurate
• Facilitate the new accounts and account transfer process
• Handle Independent Financial Advisor and client communication
• Prepare client presentations
• Communicate regularly with centers of influence to ensure that products and services are meeting their needs, expectations and specifications
• Facilitate and conduct individual meetings and presentations in assigned territory
• Generate new assets to the firm using a highly professional consultative sales approach

Skills

• Bachelor's Degree
• Minimum 5 years of financial experience preferably in Investment Management
• 2 years of experience in the High Net Worth or Ultra High Net Market markets
• 2 + years delivering formal client presentations
• Ability to travel 40-50% of the time
• FINRA Series 65 (or 66), or the ability to obtain
• CFA - Chartered Financial Analyst (or in process of becoming CFA Charterholder)
• Highly competitive and goal-oriented
• A focus on sales and new business development
• Masters Degree preferred
• Working knowledge of portfolio management, including knowledge of investment techniques and asset allocation, investment research, capital market behaviors, and financial instruments generally acquired through years of investment and /or HNW reputed company experience
• Experience in the High Net Worth or Ultra High Net Market markets
• Working knowledge of financial planning, investment and/or HNW economic issues (aka “continual learner”) and the ability to apply principal techniques of portfolio management, along with excellent communication skills to effectively reputed company with clients and investment colleagues
• Prior success in the HNW or UHNW market
• Excellent communication skills
• Self-motivated and self-disciplined
• Strategic thinker, able to assess and recommend a course of action
• Highest level of both personal and professional demeanor and ethical behavior

Benefits

• Comprehensive healthcare coverage, including Medical, Dental and Vision plans, available the first of the month following start date
• Generous 401(k) company matching contribution
• Career Development through Tuition Reimbursement and other internal upskilling and training resources
• Valued Time Away benefits including vacation, sick and volunteer time
• Specialized health and family planning benefits including fertility benefits, and cancer, diabetes and musculoskeletal support programs
• Career Mobility support from a dedicated recruitment team
• Colleague Resource Groups to support networking and community engagement

Company Overview

Company H1B Sponsorship