AdvisorShares is growing and we are looking to add to our team! We want smart, proven professionals who are seeking an exciting and challenging opportunity in a dynamic upstart environment to join us. We currently have an immediate need for the following position(s):
The Manager of the AdvisorShares Investment Consultant team will be tasked with motivating and managing our team of Investment Consultants. The primary role of the position is to motivate, counsel, train and increase product knowledge among the investment consultant team. We use a unique distribution model that employs transparent marketing initiatives for our product lineup. Our distribution model supports various marketing campaigns, followed up with thoughtful and targeted activity designed to add value in the daily analysis of the investment products by advisors. Our IC team positions product solutions to advisors and support aggressive asset growth goals with the occasional external visit for the appropriate opportunity. The Investment Consultant Manager must have a proven track record of managing people, increasing productivity, training wholesalers and raising assets while supporting the universe of fee based financial professionals.
Location: Bethesda, MD
Experience: Minimum of five years financial services experience
Education: Bachelor's degree in finance, economics or marketing highly desirable
Securities Licenses: Series 7, Series 63 (or 65), Series 24 and a clean U4
Compensation will be composed of both quantitative and qualitative attributes; considering the achievement of product AUM goals, individual activity goals, and incorporating the ability to successfully motivate the investment consulting team.
AdvisorShares seeks motivated individuals to be a part of its Investment Consultant team. AdvisorShares’ Investment Consultants (IC) support financial professionals in the Bank, Independent Broker Dealer (IBD), Registered Investment Advisors (RIA) and Wirehouse channels in a relationship management and consulting role. Investment Consultants will work with financial professionals to provide product education and application. Investment Consultants must have the ability to work in a high volume and high activity environment, be self-motivated, goal oriented and have the ability to prioritize activities to ensure financial professionals satisfaction. This position requires accountability and experience to recognize opportunities, vision to respond with sound strategies, discipline to adhere to those strategies and attentiveness to help deliver the right results for each financial professional.
Our investment consultant team uses a process oriented consultative approach to build relationships and generate asset growth. The primary role of the investment consultant team is to manage the relationship, educate, prospect for new relationships and promote AdvisorShares products to the financial professional community. We use a unique consulting model that employs marketing initiatives promoting various campaigns, followed up with outbound call activity to position our products and support aggressive asset growth goals with the occasional external visit for the right opportunity. Compensation will be composed of both quantitative and qualitative attributes; considering the achievement of product AUM goals, individual activity goals, and incorporating the ability to successfully profile a financial professional within our system.
Cultivate and manage financial professional relationships, by responding to inquiries, providing ongoing communication, and managing the clients/prospects throughout the education cycle, resulting in asset growth.
Desired Skills & Experience:
Salary - Commensurate with experience
Job Type - Employee, full-time
Location- Bethesda, MD
Hiring for entry level, mid-level, and senior positions.
Please email us today and tell us about yourself and how you can add value to AdvisorShares!