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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%
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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%
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Advisor And Consultant

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Advisor And Consultant Typical Career Paths

Advisor And Consultant Education

Advisor And Consultant

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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

FinancialServicesEnsureComplianceProceduresSafetyCustomerServiceProjectManagementTechnicalAssistanceBusinessDevelopmentBusinessPlanResourceAssetPartnershipFinancialAdvisorsHRAdvisor/ConsultantInternetRealEstateAnalyticsMinistryHSE

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Top Advisor And Consultant Skills

  1. Financial Services
  2. Ensure Compliance
  3. 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

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Advisor And Consultant Videos

Personal Financial Advisor Career Information : Personal Financial Advisor Salary

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