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 jobs
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Advisor And Consultant Career Paths
Advisor And Consultant
Director Of Human Resources
10 Yearsyrs
Director Of Sales
10 Yearsyrs
General Manager
7 Yearsyrs
Human Resources Business Partner
10 Yearsyrs
Marketing Director
7 Yearsyrs
Marketing Manager
6 Yearsyrs
National Sales Manager
10 Yearsyrs
Operations Director
9 Yearsyrs
Operations Manager
7 Yearsyrs
Product Manager
7 Yearsyrs
Product Marketing Manager
7 Yearsyrs
Regional Vice President
11 Yearsyrs
Senior Human Resources Manager
9 Yearsyrs
Senior Manager
10 Yearsyrs
Senior Product Manager
9 Yearsyrs
Vice President & General Manager
12 Yearsyrs
Vice President And Manager
10 Yearsyrs
Vice President, Business Development
13 Yearsyrs
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President And Managing Director 5.1 years
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President And Founder 5.1 years
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Founder And Managing Partner 5.0 years
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Owner, Consultant 4.7 years
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Consultant And Instructor 3.5 years
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Manager Of Consulting Services 3.4 years
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Consultant/Marketing Director 3.3 years
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Director Of Systems Integration 3.2 years
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Client Services Manager 3.1 years
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Advisor And Consultant 3.0 years
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Service Consultant 3.0 years
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Executive Consultant 2.9 years
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Internal Consultant 2.9 years
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Senior Technical Advisor 2.9 years
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Client Services Consultant 2.8 years
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Corporate Consultant 2.7 years
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Senior Advisor 2.7 years
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Sales And Marketing Consultant 2.7 years
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Operations Consultant 2.5 years
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Operations Advisor 2.4 years
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Technical Advisor 2.4 years
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Consultant 2.4 years
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Consultant 12.8%
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Vice President 9.7%
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Project Manager 8.4%
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Director 6.7%
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Manager 6.3%
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General Manager 5.7%
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Operations Manager 5.7%
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Internship 3.8%
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Sales Associate 3.6%
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President 3.6%
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Team Leader 3.6%
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Executive Director 3.4%
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Program Manager 3.2%
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Supervisor 2.9%
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Teacher 2.9%
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Assistant Manager 2.9%
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Consultant 15.1%
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Project Manager 10.3%
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Vice President 9.2%
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Director 6.6%
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Program Manager 4.4%
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Adjunct Professor 4.4%
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Team Leader 3.7%
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Assistant Professor 3.7%
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Sales Associate 3.7%
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President 3.7%
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Managing Director 3.7%
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Volunteer 3.3%
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Operations Manager 3.3%
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Principal 3.3%
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Manager 3.3%
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Average Length of Employment
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Top Careers Before Advisor And Consultant
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Top Careers After Advisor And Consultant
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Advisor And Consultant Demographics
Gender
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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%
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Languages Spoken
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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%
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Advisor And Consultant
Unfortunately we don’t have enough data for this section.
Advisor And Consultant Education
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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% -
Business 28.0%
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Finance 10.1%
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Management 8.5%
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Accounting 4.6%
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Education 4.4%
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Marketing 4.4%
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Computer Science 4.2%
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Law 4.2%
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Communication 3.9%
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Political Science 3.5%
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Economics 3.1%
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Psychology 2.8%
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Criminal Justice 2.6%
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Project Management 2.4%
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Liberal Arts 2.4%
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English 2.0%
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Masters
33.7% -
Bachelors
29.5% -
Other
17.3% -
Doctorate
8.5% -
Associate
5.7% -
Certificate
3.8% -
Diploma
1.2% -
License
0.2%
Schools
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Majors
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Degrees
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Advisor And Consultant
Unfortunately we don’t have enough data for this section.
Job type you want
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
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Top Advisor And Consultant Skills
- Financial Services
- Ensure Compliance
- Procedures
- 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.
Biz Development Consultants
PIMCO
HENDRICK BMW NORTHLAKE
Hughes Network Systems and Comtech Systems
United Nations Development Programme
Early Stage Telecom Consultancy
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