Internal Advisory Consultant

Wealth Management Sales Opportunity in Financial Services

Internal Advisory Consultant

Location(s):

2300 Windy Ridge Parkway, Atlanta, GA 30339

877 Executive Center Drive West, St. Petersburg, FL 33702

7755 Third Street North, Oakdale, MN 55128

12325 Port Grace Boulevard, La Vista, NE 68128

18700 N Hayden Rd, Suite 255, Scottsdale, AZ 85255

Schedule: Osaic has returned to the office on a hybrid schedule requiring a minimum of 4 days weekly in the office. Applicants must be willing to work this schedule.

Role Type: Full-Time

Salary: $65,000 - $75,000 per year + annual bonus

• Actual compensation offered will be determined individually, based on a number of job-related factors, including location, skills, experience, and education.
• Our competitive salaries are just one component of Osaic's total compensation package. Additional benefits include health, vision, dental insurance, 401k, vacation and sick time, volunteer days and much more.
• To view more details of what you can look forward to, visit our careers page: https://careers.osaic.com/Creative/Benefits

Role Type: Full time

Summary:

The Internal Advisory Consultant role will be responsible for the internal wealth management sales effort for a specific region. In this capacity, they will partner with the dedicated Regional Consultant in promoting the adoption and use of the firm's Wealth Management Platform (WMP). The Internal Advisory Consultant will report to the VP - Investment Advisory Consulting.

Responsibilities:

• Field platform related inquiries through the internal sales call queue. The scope of calls received is designed to be focused on platform knowledge development and sales-related topics (e.g. program and manager selection).
• Leverage expansive platform knowledge to convert inquiries into sales opportunities.
• Execute a proactive lead generation strategy and conduct data analysis to identify sales opportunities in their region. Work in partnership with the Regional Consultant in order to drive sales, grow regional AUM, and support the retention of advisors.
• Consult advisors on the structure of their advisory businesses, adoption of the right programs for optimal productivity and efficiency, and selection of appropriate investment solutions across strategists and managers. Overcoming objections and changing advisor behavior are skills that are integral in this role.
• Educate and develop advisors to evolve and grow their businesses. Concepts outside of platform education and investments will include, but not limited to, client segmentation, outsourcing to strategists, adoption of financial planning, and fee setting.
• Engage advisors with non-advisory business models to convert advisor businesses to fees.
• Participate in call campaigns to highlight benefits of WMP, new enhancements, managers etc.
• Promote all national and regional field meetings related to WMP as well as corporate events such as national conferences and regional events. (Attendance at these events may be required)
• Log all interactions into firm's CRM system.
• All other duties as assigned.

Education Requirements:

• Bachelor's degree preferred, high school diploma (or equivalent) in combination with significant practical experience will be considered in lieu of degree. Minimum of high school diploma or equivalent is required.

Basic Requirements:

• Minimum 3 years' experience of brokerage experience
• Proficient with NetX360, Wealth Management Platform, Streetscape, SalesForce, Windows Microsoft Excel, Word, Outlook and Internet
• Ability to verbally communicate effectively with the Advisors regarding service issues.
• Ability to read and interpret company policies, operations manuals, Pershing manuals, and technical guides.
• Enthusiastic sales-focused personality - bold attitude regarding business development
• Quick learner and ability to introduce a complex subject matter in clear articulate fashion
• Experience in lead qualification, pre-call planning, scripting, and execution of call campaigns
• Ability to work independently with high level of organization and time management skills
• Tenacity to make calls and generate desired outcomes
• Proficient in Excel, including creation and maintenance of tracking spreadsheets
• Knowledgeable on financial services and key wealth management concepts

Preferred Requirements:

• FINRA Series 7 and/or Series 66
• Experience with Envestnet platform