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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 Raymond James

* Initiates outbound sales calls, which may include cold calls to advisors and reviving existing warm prospects.
* Sources and develops new investment advisor and/or financial planner affiliations to meet specific recruiting goals.
* Makes referrals based on the consultant’s analysis of a best fit business model profiling process.
* Sets meetings for recruiters/managers.
* Makes outbound calls to follow up meetings that have occurred.
* Rebounds advisors to another business model based on advisor feedback and interest in affiliation options.
* Build calling lists.
* Documentation in contact management.
* Performs other duties and responsibilities as assigned

What Does An Advisor And Consultant Do At The Hartford

* Provide marketing support and customer service to financial advisors in the assigned territory
* Present technical product knowledge in an innovative way
* Regularly update advisors on industry trends
* Work with drive and passion and encourage others to do the same
* Build strong relationships with our strategic partners, registered representatives and firms
* Administrative: schedule and expense reporting
* Ability to increase sales in a very competitive marketplace by: calling on financial advisors, calling on key contacts at the firms, calling on clients with their advisor and conducting seminar presentations and client events

What Does An Advisor And Consultant Do At Neuberger Berman

* Assist Advisor Consultants in all aspects of driving sales and client management in the Financial Advisor, Insurance and
* Independent Broker/Dealer communities.
* Heavy outbound calls involving prospecting, product updates, setting up sales appointments, follow up, client service and
* uncovering/closing sales opportunities.
* Partner with external wholesalers to maximize territory coverage and market penetration.
* Assist with territory and firm-wide marketing/sales campaigns.
* Assist in analyzing territory sales and product data to determine opportunities.
* Gathering necessary marketing data to assist in raising and retaining assets.
* Work closely with assigned external wholesaler in developing and implementing a business plan.
* Respond to inbound sales inquiries, literature requests, and service issues.
* Act as a liaison between the sales force and the operations department to resolve client issues/problems

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
Principal Adjunct Professor Development Manager
Director Of Human Resources
10 Yearsyrs
Team Leader Manager General Manager
Director Of Sales
10 Yearsyrs
Sales Consultant Sales Manager
General Manager
7 Yearsyrs
Store Manager Operations Manager Human Resources Coordinator
Human Resources Business Partner
10 Yearsyrs
Adjunct Professor Senior Project Manager Senior Product Manager
Marketing Director
7 Yearsyrs
Sales Consultant Senior Sales Representative Account Executive
Marketing Manager
6 Yearsyrs
Principal Owner Sales Consultant
National Sales Manager
10 Yearsyrs
Chief Operating Officer Chief Executive Officer Managing Partner
Operations Director
9 Yearsyrs
Adjunct Professor Faculty Chairperson
Operations Manager
7 Yearsyrs
Finance Advisor Finance Analyst Business Analyst
Product Manager
7 Yearsyrs
Team Leader Project Manager Product Manager
Product Marketing Manager
7 Yearsyrs
Vice President, Business Development Managing Partner Operations Director
Regional Vice President
11 Yearsyrs
Store Manager General Manager Human Resources Manager
Senior Human Resources Manager
9 Yearsyrs
Project Manager Program Manager
Senior Manager
10 Yearsyrs
Project Manager Senior Project Manager
Senior Product Manager
9 Yearsyrs
Vice President, Business Development President/Chief Executive Officer Business Developer
Vice President & General Manager
12 Yearsyrs
Finance Advisor Assistant Vice President
Vice President And Manager
10 Yearsyrs
Chief Operating Officer President/Chief Executive Officer Business Developer
Vice President, Business Development
13 Yearsyrs
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Do you work as an Advisor And Consultant?

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Do you work as an Advisor And Consultant?

Advisor And Consultant Demographics

Gender

Male

70.5%

Female

26.0%

Unknown

3.5%
Ethnicity

White

73.1%

Hispanic or Latino

12.0%

Asian

10.9%

Unknown

3.3%

Black or African American

0.8%
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Languages Spoken

Spanish

33.3%

French

14.8%

German

9.3%

Portuguese

5.6%

Chinese

3.7%

Japanese

3.7%

Arabic

3.7%

Italian

3.7%

Sami

1.9%

Somali

1.9%

Telugu

1.9%

Turkish

1.9%

Romanian

1.9%

Khmer

1.9%

Amharic

1.9%

Russian

1.9%

Hindi

1.9%

Mandarin

1.9%

Korean

1.9%

Lingala

1.9%
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Advisor And Consultant Education

Schools

University of Phoenix

9.4%

Boston College

8.3%

New York University

6.3%

Webster University

6.3%

University of Southern California

6.3%

Texas A&M University

5.2%

University of Pennsylvania

5.2%

University of Arizona

5.2%

University of California - Berkeley

4.2%

Loyola University of Chicago

4.2%

Wayne State University

4.2%

DePaul University

4.2%

Georgia State University

4.2%

Xavier University

4.2%

Northeastern University

4.2%

University of Washington

4.2%

University of Chicago

4.2%

Villanova University

4.2%

Louisiana State University and A&M College

3.1%

Temple University

3.1%
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Majors

Business

25.5%

Finance

10.2%

Management

9.3%

Accounting

5.4%

Computer Science

4.8%

Marketing

4.8%

Economics

4.0%

Political Science

4.0%

Communication

3.7%

Psychology

3.7%

Education

3.4%

Electrical Engineering

2.8%

Liberal Arts

2.8%

Law

2.8%

Project Management

2.5%

History

2.3%

International Business

2.0%

Criminal Justice

2.0%

Human Resources Management

2.0%

Engineering

2.0%
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Degrees

Masters

33.5%

Bachelors

30.5%

Other

16.3%

Doctorate

8.6%

Associate

5.1%

Certificate

4.2%

Diploma

1.4%

License

0.3%
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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
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

FinancialAnalysisProceduresEnsureComplianceStrategicPartnershipsSafetyProjectManagementBusinessPlanDevelopmentTechnicalAssistanceResourceCustomerServiceOversawAdvisor/ConsultantFinancialAdvisorsDataCollectionRealEstateHSEHRSmallBusinessLLCP

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  1. Financial Analysis
  2. Procedures
  3. Ensure Compliance
You can check out examples of real life uses of top skills on resumes here:
  • Set departmental policies and procedures concerning effectiveness.
  • Perform periodic audits to ensure compliance with all policies, standards, procedures, local, state and Federal regulations.
  • Interfaced with high-level government leaders, coordinate and participate in development of strategic partnerships.
  • Implement company contractor safety management program to achieve exceptional contractor safety performance.
  • Project Management Consulting Group - content contributor for sales and delivery strategy.

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Top Advisor And Consultant Employers

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Advisor And Consultant Videos

Personal Financial Advisor Career Information : Personal Financial Advisor Salary

Financial Advisor - Career Conversation

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