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Internal Advisor Consultant - Sales/Financial Advisor/Fixed Income

Company: Advisors Asset Management, Inc
Location: Charlotte
Posted on: November 26, 2022

Job Description:

The Advisors Asset Management Internal Advisor Consultant proactively builds business partnerships with financial advisors in a blended defined geographic territory and client demographics best suited to the candidate to provide exceptional customer service and financial services advice to client firms, broker dealers and advisors while ensuring accountability for scheduled activities, new account openings, account retention, revenue growth and achievement of Firm objectives. Our Advisor meets daily outbound call goals, stays current with portfolio & industry developments and masters product and service solutions. This role may require travel as deemed necessary for development.
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Location Available: Monument, Colorado; San Antonio, Texas; Boca Raton, Florida; Charlotte, North Carolina
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ESSENTIAL RESPONSIBILITIES:

Develop consultative relationships with financial advisors to provide fixed income solutions from the AAM product line to ensure complete customer satisfaction while making suggestions that focus directly on the client's needs.
Prospect contacts and update accurate data into Salesforce.com and proprietary platform trading system.
Place outbound calls throughout the day using developed selling skills.
Effectively communicate the AAM Unique Value Proposition and Differential Competitive Advantage.
Maintain an understanding of the markets; as well as, strive to continuously learn and adapt to changing industry environments.
Master the AAM products and solutions in order to teach and educate customers and prospects to fully engage in our client's needs.

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QUALIFICATIONS:

Driven and Goal-oriented, proactive in accomplishing objectives.
Demonstrated abilities in time-management, organizational and planning skills.
Strong interpersonal skills, ability to communicate to all levels of firm and with individuals in remote locations.
Excellent communication and telephone skills; both written and verbal.
Financial aptitude and ability to apply financial knowledge when working with client solutions.
Proven experience working collaboratively, improving productivity, and implementing ideas.
Proficient in Microsoft Office. Experience with CRM software a plus.

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EDUCATION and/or EXPERIENCE:

2-4 years of experience in the Financial Services industry.
Required Education: Bachelor's Degree preferred.
FINRA Licensing: SIE, Series 7 & 66.

PAY STRUCTURE: Base + Commission
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For over 40 years, AAM has been a trusted resource for financial professionals and broker/dealers. We offer access to UITs, open- and closed-end mutual funds, separately managed accounts (SMAs), structured products and the fixed income markets, as well as portfolio analytics and now exchange-traded funds (ETFs). Advisors Asset Management, Inc. (AAM) is a SEC registered investment advisor and member FINRA/SIPC.
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As of March 31, 2022, the brokerage and advised business at AAM represents approximately $44.0 billion in assets. (Assets under supervision represent $7.1 billion in UIT assets. The firm has $33.0 billion in assets under administration that represents the non-proprietary assets for which AAM provides various levels of service, but not management. The firm's $3.9 billion in assets under management represents AAM's proprietary separately managed account, mutual fund and ETF assets.)
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AAM is a broker/dealer, member FINRA/SIPC and SEC registered investment advisor. For more information, visit www.aamlive.com .
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Advisors Asset Management is an Equal Opportunity Employer and a participant in E-Verify.

Keywords: Advisors Asset Management, Inc, Charlotte , Internal Advisor Consultant - Sales/Financial Advisor/Fixed Income, Accounting, Auditing , Charlotte, North Carolina

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