Job Title: Internal Advisor Consultant
Salary: $100,000 - $110,000
Summary: My client is a leading global investment manager with over $100 billion in AUM. They are looking to hire an Internal Advisor Consultant to join their Private Wealth and Advisor service team in Boston.
Key responsibilities:
- Mutual funds, CITs, separate accounts
- Frequent communication with advisors to maintain relationship (phone call, email, etc.)
- Scheduling, meeting follow up, conference calls, prospecting
- CRM database management
- Work with Private Wealth and Advisor Team for marketing ideas and materials
- Assist with guidance of investments on funds
Key qualifications:
- 2-5 years experience
- Organized, enthusiastic
- Bachelor's Degree
- Series 7 & 66 or 65 & 63
