Become An Advisor And Consultant

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Working As An Advisor And Consultant

$68,170
Average Salary

What Does An Advisor And Consultant Do At Neuberger Berman

* Build and maintain relationships with current Wirehouse & B/D partner firms in the territory
* Develop and execute a business plan for the territory; building new client base and prospects within the assigned territory.
* Maintain all activity and opportunity information in Neuberger Berman CRM database.
* Ability to manage administrative aspects of job effectively (call reports, expense approvals, expense reports, etc.)
* Make prospecting calls, create qualifying lists and provide on-going service to existing and new clients.
* Collaborate with internal partners, including Internal Sales partner to achieve territory goals.
* Maintain knowledge of Neuberger Berman products offered through partner firms.
* Other duties and projects as assigned

What Does An Advisor And Consultant Do At Nuveen Investments

* Partner with Advisor Consultant to develop tactical consultative relationships with Financial Advisors (FA’s), branch office managers and sales managers of priority firms to obtain and grow market share of Nuveen Investments’ (and its wholly owned subsidiaries) products and services.
* Proactively contact advisors throughout the day and log appropriately in CRM database.
* Partner and coordinate with Advisor Consultant on business and territory management plans.
* Partner with Advisor Consultant to segment advisor base to best focus activities and determine service levels.
* Work in conjunction with Nuveen’s Wealth Management team to deliver additional value added strategies to top producing advisors.
* Maintain knowledge level of focus firm programs and product approvals.
* Mastery of all investment solutions.
* Some travel in the territory for consistent top performers or as deemed necessary for development by the Internal Sales and Service management team

What Does An Advisor And Consultant Do At The Hartford

* Partner with Advisor Consultant to develop territory business plan
* Plan and execute active marketing campaigns within assigned territory
* Act as liaison between home office and Advisor Consultant in the field
* Develop relationships with Financial Professionals through outbound calls, emails and letters to share ideas, providing product information, and offering sales support
* Deliver sales ideas and stories to achieve sales goals
* Provide personalized, web-based hypothetical illustrations
* Ask for referrals and business
* Handle special projects as assigned within the Sales Desk
* Attend various sales meetings and training sessions
* Maintain PC based contact management system to track calls and conversations
* Resolve service and other business related issues

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Advisor And Consultant Demographic

Gender

Male
68.4%
Female
28.9%
Unknown
2.7%

Ethnicity

White
73.6%
Hispanic or Latino
11.6%
Asian
10.9%
Unknown
3.2%
Black or African American
0.8%

Languages Spoken

Spanish
32.8%
French
17.9%
German
10.4%
Italian
6.0%
Portuguese
4.5%
Chinese
4.5%
Japanese
3.0%
Arabic
3.0%
Sami
1.5%
Telugu
1.5%
Turkish
1.5%
Romanian
1.5%
Dutch
1.5%
Hindi
1.5%
Somali
1.5%
Mandarin
1.5%
Korean
1.5%
Khmer
1.5%
Dari
1.5%
Russian
1.5%

Advisor And Consultant

Unfortunately we don’t have enough data for this section.

Advisor And Consultant Typical Career Paths

Average Length of Employment

President And Managing Director 5.1 years
President And Founder 5.1 years
Founder And Managing Partner 5.0 years
Owner, Consultant 4.7 years
Consultant And Instructor 3.5 years
Manager Of Consulting Services 3.4 years
Consultant/Marketing Director 3.3 years
Director Of Systems Integration 3.2 years
Client Services Manager 3.1 years
Advisor And Consultant 3.0 years
Service Consultant 3.0 years
Executive Consultant 2.9 years
Internal Consultant 2.9 years
Senior Technical Advisor 2.9 years
Client Services Consultant 2.8 years
Corporate Consultant 2.7 years
Senior Advisor 2.7 years
Sales And Marketing Consultant 2.7 years
Operations Consultant 2.5 years
Operations Advisor 2.4 years
Technical Advisor 2.4 years
Consultant 2.4 years

Advisor And Consultant Education

Schools

University of Phoenix
10.0%
Boston College
7.3%
University of Southern California
7.3%
New York University
6.4%
Webster University
5.5%
Central Michigan University
5.5%
University of Pennsylvania
4.5%
Pennsylvania State University
4.5%
Georgia State University
4.5%
Fordham University
4.5%
Cornell University
4.5%
University of Washington
4.5%
University of Arizona
4.5%
University of Chicago
4.5%
Wayne State University
3.6%
University of California - Berkeley
3.6%
Xavier University
3.6%
Texas A&M University
3.6%
University of Texas at Austin
3.6%
Villanova University
3.6%

Majors

Degrees

Masters
33.7%
Bachelors
29.5%
Other
17.3%
Doctorate
8.5%
Associate
5.7%
Certificate
3.8%
Diploma
1.2%
License
0.2%

Advisor And Consultant

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Full Time

Part Time

Internship

Temporary

Real Advisor And Consultant Salaries

Job Title	Company	Location	Start Date	Salary
Geomechanics Consultant/Advisor I	Baker Hughes, Inc.	Houston, TX	Nov 19, 2015	$177,296
Consulting Advisor	Landmark Graphics Corporation	Houston, TX	Mar 12, 2015	$143,915
Consulting Advisor	Landmark Graphics Corporation	Houston, TX	Sep 15, 2014	$125,611
Advisor I-Halliburton Consulting	Halliburton Energy Services, Inc.	Houston, TX	Apr 30, 2015	$124,779
Consulting Advisor	Landmark Graphics Corporation	Houston, TX	Sep 09, 2016	$117,379
Financial Advisor/Consultant	Nexteer Automotive	Saginaw, MI	Feb 01, 2011	$100,000
Bi-Lingual Accountant Adviser and Consultant	Frowh, Inc.	Boca Raton, FL	Sep 12, 2011	$39,936

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Top Skills for An Advisor And Consultant

Top Advisor And Consultant Skills

Financial Services
Ensure Compliance
Procedures

You can check out examples of real life uses of top skills on resumes here:

Marketed commercial cash management accounts, loans, retirement programs, consultations and other financial services to individuals and businesses.
Perform periodic audits to ensure compliance with all policies, standards, procedures, local, state and Federal regulations.
Set departmental policies and procedures concerning effectiveness.
Implement company contractor safety management program to achieve exceptional contractor safety performance.
Worked as a customer service representative, including live supports, telephone calls, conference calls and emails.

Top Advisor And Consultant Employers

Frowh, Inc.

Landmark Software

Biz Development Consultants

PIMCO

HENDRICK BMW NORTHLAKE

Hughes Network Systems and Comtech Systems

United Nations Development Programme

Early Stage Telecom Consultancy

Jade Inc

Thrivent Financial

What Kind Of Companies Hire an Advisor And Consultant

Frowh, Inc.
Landmark Software
Biz Development Consultants
PIMCO
HENDRICK BMW NORTHLAKE
Hughes Network Systems and Comtech Systems
United Nations Development Programme
Early Stage Telecom Consultancy
Jade Inc
Thrivent Financial

Advisor And Consultant Videos

Personal Financial Advisor Career Information : Personal Financial Advisor Salary

Financial Advisor - Career Conversation

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