Internal Advisory Consultant

Wealth Management Sales Opportunity in Financial Services

Internal Advisory Consultant

Location(s):  

Atlanta: 2300 Windy Ridge Pkwy SE, Suite750, Atlanta, GA 30339

La Vista:12325 Port Grace Blvd, La Vista, NE 68128

Oakdale: 7755 3rd St. N, Oakdale, MN 55128

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

St. Petersburg: 877 Executive Center Dr. W, Suite 300, St. Petersburg, FL 33702

Osaic has returned to the office on a hybrid schedule requiring a minimum of 4 days weekly in the office.

Role Type:     Full time

Salary: $75,000 - $85,000 per year + sales incentive compensation, paid quarterly.

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:  

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 – Advisory Services.

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)
• All Interactions are expected to be logged in firm’s CRM system.
• All other duties as assigned.

Education Requirements:

• Bachelor’s Degree Preferred, H.S. Diploma or GED certificate + Significant Practical Experience will be considered.

Basic Requirements:

• 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
• Deep experience working directly with financial advisors
• Comfortable, persistent, and gracious on the telephone
• 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 66
• Experience with Envestnet platform

Equal Opportunity Employer

Osaic is an equal opportunity employer. We celebrate diversity in our workplace and we hire the most qualified candidates without regard for age, ethnicity, gender, gender identity or expression, language differences, nationality or national origin, family or marital status, physical, mental, and developmental abilities (or the perception of a disability), genetic information, race, religion or belief, sexual orientation, skin color, social or economic class, education, work and behavioral styles, political affiliation, military service, caste, or any other characteristic protected by law.

Applicants for employment in the US must have valid work authorization that does not now and/or will not in the future require sponsorship of a visa for employment authorization in the US by Osaic.

Osaic does not consider applications from candidates who do not meet the minimum qualifications stated in the job posting.

Osaic only accepts candidates from contracted recruiting firms and only for searches approved prior to submissions. Fees will not be paid for unsolicited submissions.