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NbAdvisor Consultant, Broker Dealer, Southwest
Remote / Home Office - Arizonaremotemid$85K – $100K
Posted yesterday · via Workday
About this role
The Advisor Consultant is responsible for creating new relationships and managing existing ones with Financial Advisors at Merrill Lynch, Morgan Stanley, UBS, Wells Fargo, Ameriprise, LPL, and Raymond James. The goal of the Advisor Consultant is to increase sales and revenue of Neuberger Berman mutual funds, SMAs, ETFs, and alternative investment strategies within the prescribed territory of the Southwest (Arizona, Utah, Nevada, and New Mexico). This is accomplished through relationship building via individual and group financial advisor meetings, client events, and conferences.…
What we'd score you on
reqspace match rubricFive dimensions, recruiter-grade. Upload your resume and we'll generate a written explanation of where you fit and where the gaps are.
1
Skills match
For this role: less
2
Level fit
This role is mid-level. We check your trajectory against it.
3
Domain experience
Your work in the role's domain matters more than your years total. We weight recent and direct experience.
4
Recency
A skill you used last quarter weighs more than one from five years ago. We grade on recency, not lifetime.
5
Location fit
This role is remote-eligible. We factor in your stated location and time-zone overlap.
Score yourself on this role.
Free · no card · written explanation included
Skills in this role
Pulled from the job description. These are the keywords we'll weight when scoring your fit.
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