Advisor Consultant Job Description

Advisor Consultant Job Description

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Advisor consultant provides key subject matter expertise within the area of financial crime (AML, Fraud or Financial Markets compliance).

Advisor Consultant Duties & Responsibilities

To write an effective advisor consultant job description, begin by listing detailed duties, responsibilities and expectations. We have included advisor consultant job description templates that you can modify and use.

Sample responsibilities for this position include:

Support US Advisory Services broader campaigns, initiatives and blitzes as needed on the entire product suite including Managed Accounts, Mutual Funds, Closed End Funds, Exchange Traded Funds, Alts., DCIO
Conduct proactive sales presentations to top and 2nd tier producers highlighting the FT products and services
Presentation and territory development
Work with Distribution, conduct proactive outbound calls (Focus List) that targets new and existing SMA producers to increase AUM, rejuvenate “fallen producers” and/or increase proactive communication with top SMA producers
Act as subject matter expert for SMA investment strategies and how market conditions affect these strategies
Attend portfolio managers (PM) update meetings to keep abreast of the SMA investment strategies’ philosophy, approach, stock selection, implementation and buy/ sell justifications
Document all post call information in applicable Customer Relation Management System (CRM), SMART, Avenue
Review and analytically build on previous reports of the Secretary-General on the state of South-South cooperation
Analyze and draw lessons for the future from the report of Secretary-General on the State of South-South cooperation (A/71/208) that was submitted to the 71st session of the General Assembly, and the Report of the High-level Committee on South-South Cooperation at its nineteenth session (A/71/39)
Review the state of South-South cooperation during the period 2016-2017, focusing on measures taken by organizations of the United Nations development system to promote South-South cooperation using a survey undertaken by the United Nations Office for South-South Cooperation (UNOSSC) to gather information on concrete measures taken by United Nations organizations to support South-South cooperation during the reporting period

Advisor Consultant Qualifications

Qualifications for a job description may include education, certification, and experience.

Licensing or Certifications for Advisor Consultant

List any licenses or certifications required by the position: CISM, CISSP, CGEIT, CIPP, CIA, CBCP, CISA, CA, CPA, SPHR

Education for Advisor Consultant

Typically a job would require a certain level of education.

Employers hiring for the advisor consultant job most commonly would prefer for their future employee to have a relevant degree such as Collage and Bachelor's Degree in Business, MBA, Finance, Economics, Education, Marketing, Technical, Social Sciences, Engineering, Computer Science

Skills for Advisor Consultant

Desired skills for advisor consultant include:

Mutual funds
Competitive landscape
ETFs
Cashier functions
Special events/animations within the store
Financial markets
SMAs and their competitive landscape and in-depth understanding of Capital Markets and the impact of economic factors
Both equity and fixed income
Innovative way
Financial markets and industry related topics

Desired experience for advisor consultant includes:

Bachelor's degree in Business Administration, Finance or Accounting or 6+ years of experience in finance
In addition to the Bachelor's degree or equivalent experience, do you have 5+ years of investment business development-related experience, investment management and financial services
Thorough understanding of the mutual fund industry and marketing communications
Experience working in a capacity requiring strong writing skills, meticulous attention to detail and strict adherence to deadlines within a high volume and time sensitive environment
Proven skills in project management, data analysis, financial writing, proofreading/editing
Ability to work independently and within established guidelines

Advisor Consultant Examples

1

Advisor Consultant Job Description

Job Description Example
Our company is growing rapidly and is hiring for an advisor consultant. We appreciate you taking the time to review the list of qualifications and to apply for the position. If you don’t fill all of the qualifications, you may still be considered depending on your level of experience.
Responsibilities for advisor consultant
  • Prepare an annotated outline of the report, a first draft on the basis of the outline agreed upon with the UNOSSC, submit a first draft for UNOSSC comment on time, submit a final draft acceptable to the UNOSSC on time
  • Prepare a one page summary of the final report
  • Handle a broad range of advisor related case work including coordinating data issue resolution and daily request processing for advisors
  • Provide support for advisor related trades or transaction questions to ensure timely and accurate response
  • Handle more critical service issue or provide dedicated support to key relationships or certain business processes
  • Act as the main point of contact for advisor-related, tactical issues, both internally and externally for Managed Account
  • Provides support, ideas and information to assist with annual and quarterly growth targets
  • Utilize extensive knowledge of products and services to provide potential clients with information and promote, qualify and generate sales opportunities
  • Build and maintain relationships with prospective clients through sales calls and various marketing campaigns
  • Work with internal partners such as marketing, product, and public relations to coordinate strategy and efforts
Qualifications for advisor consultant
  • Assist in the development of marketing communication strategies and plans, including providing marketing support by assisting with the preparation and distribution of pitch books and other marketing resources
  • Coaching, consulting, communication and facilitation skills
  • Writing experience a must – excellent grammar necessary
  • Must demonstrate the ability to multi-task
  • Must be able and willing to work in a team oriented environment
  • At least 10 years of progressively responsible professional experience in the area of policy analysis and policy research in international development both at national and international levels
2

Advisor Consultant Job Description

Job Description Example
Our company is looking to fill the role of advisor consultant. We appreciate you taking the time to review the list of qualifications and to apply for the position. If you don’t fill all of the qualifications, you may still be considered depending on your level of experience.
Responsibilities for advisor consultant
  • Investment process, features and positioning documents PSN-Effron
  • Identify product customizations, enhancements, process changes, and/or workarounds to meet customer requirements and work with other functional groups
  • Gain understanding of product behavior in multiple situations and offer assistance to customers regarding product set up, expectations for product functionality and performance, , when new variables are introduced
  • Identify, research, and resolve and engage others in the research and resolution of moderately complex to complex customer and product implementation problems
  • Present new perspectives using existing solutions
  • Provide oversight to assigned project resources, delegate work assignments, monitor progress, develop and administer project schedules, define project deliverables, produce status reports
  • Determine the client’s needs and suggest relevant products by listening to the client, and by leveraging product knowledge from brand trainings and in-store colour technologies
  • Encourage clients to try on the product by providing personalized make-up consultations and product application to the client while educating the client
  • Assist in training and educating fellow team members as needed
  • Brand “specialists” are responsible for cross-training other consultants
Qualifications for advisor consultant
  • Thorough understanding of the financial/capital markets
  • 3+ years Managed Account experience or related financial services experience
  • Experience working across heavily matrixed environment
  • Proficient with MS Office Applications such as Outlook, Word, and Excel
  • Strong understanding of Wealth Advisor space
  • Strong understanding of Managed Account complexities
3

Advisor Consultant Job Description

Job Description Example
Our innovative and growing company is searching for experienced candidates for the position of advisor consultant. If you are looking for an exciting place to work, please take a look at the list of qualifications below.
Responsibilities for advisor consultant
  • Develop strong connections with coordinators/support staff to ensure operational efficiency and execution of program’s marketing plan activities
  • Actively participate in Advisor Manager and Regional Program Manager led program marketing consultations
  • Respond to phone calls from financial advisors promptly and professionally, following established criteria
  • Place supply orders for marketing material
  • Follow-up with representatives with answers to questions or to make sure information was received and understood
  • Log phone calls into our computer system for tracking purposes
  • Act as a liaison between home office and wholesalers in the field
  • Assist in the training and development process of new employees
  • Once licensed, make outbound phone calls to financial advisors regarding commission specials, new products, marketing ideas, special meetings
  • Partner with Advisor Consultant to develop consultative relationships with Financial Advisors, branch office managers and sales managers
Qualifications for advisor consultant
  • Interfaces with internal leaders on dealer contracts and agreements
  • Self-motivated team player with a minimum of 3 years of industry experience required
  • Knowledge of advisory business, custodial service platforms and brokerage a plus
  • 3 to 5 years of experience in a direct financial sales role
  • Military education or experience may be considered in lieu of civilian requirements
  • Flexible availability to work during “peak” retail hours such as nights, weekends, and holidays (required)
4

Advisor Consultant Job Description

Job Description Example
Our innovative and growing company is looking for an advisor consultant. Please review the list of responsibilities and qualifications. While this is our ideal list, we will consider candidates that do not necessarily have all of the qualifications, but have sufficient experience and talent.
Responsibilities for advisor consultant
  • Effectively profile advisors and have a good understanding of the sales process
  • Work closely with ACs, DMs, Data Analytics and Digital teams to drive sales
  • Maintain knowledge level of focus firm platforms and product approvals
  • Collaborate and share best practices across the internal team
  • Document all Advisor activity in Customer Management System [SalesPage], update SalesPage/ Outlook calendar
  • Delivering service excellence by efficiently problem-solving and positively reacting to customer situations in a professional, polite and clear manner
  • Meet standards in volume, quality, performance & attendance
  • Fully investigates the Customer’s requirements using OV systems and procedures
  • Understanding and resolving the customer request, or creating & agreeing action plans to lead to resolution
  • Where necessary liaising with business partners - Dealers, Field Managers and internal departments to develop service request resolutions & action plans
Qualifications for advisor consultant
  • A passion for fragrance/beauty products and sharing your expertise with others
  • A passion for skincare products and sharing your expertise with others
  • Candidate must possess strong communication skills and the ability to interact with senior level leadership
  • Minimum 10 years of experience in AF DCGS and/or NSA activities with a strong Signals Intelligence background
  • Must have/have the ability to attain TS/SCI clearance with required polygraph to facilitate employment in NSA area
  • Performs as Subject Matter Expert specific to AF DCGS Intelligence Operations for Air Combat Command (ACC) Intelligence Operation Division (A32D)
5

Advisor Consultant Job Description

Job Description Example
Our company is searching for experienced candidates for the position of advisor consultant. We appreciate you taking the time to review the list of qualifications and to apply for the position. If you don’t fill all of the qualifications, you may still be considered depending on your level of experience.
Responsibilities for advisor consultant
  • Develop tactical consultative relationships with International Financial Advisors (FA), branch office managers and sales managers of priority firms to obtain and grow market share of Nuveen’s (and its wholly owned subsidiaries) products and services
  • Partner with FA's to understand and grow their business
  • In partnership with the Internal Advisor Consultant and Managing Director, engage in continuous territory management by utilizing Advisor segmenting techniques to qualifying Advisors as high, medium, and low Prospects while identifying advisor segments to predict future behavior
  • Incorporate data and analytics, including Market Metrics and other key data sources into territory management and execution
  • Participate in seminars and roundtables to educate and provide information on financial concepts
  • Conduct branch office-wide meetings with FA's to deliver various wealth and practice management related topics to assist FA’s in developing their consulting skills
  • Develop and maintain relationships with FA’s, branch office managers, sales managers, appropriate regional centers of influence, divisional directors/specialist and associated analysts who are influencers on investment decisions
  • Document all Advisor activity in SalesPage and update SalesPage/Outlook calendar, and complete Advisor surveys to capture Advisor information including use of laptop computers, PDAs and e-mail communication
  • Partner with Internal Advisor Consultant to capitalize on qualified Advisor leads while providing territory specific information to initiate call campaigns
  • Partner with Consulting Service Associate to ensure database integrity of SalesPage, Profiling, Scheduling initiatives, and expense management
Qualifications for advisor consultant
  • Over time, master all products and services and develop increasingly specialized knowledge of products and understanding of performance
  • Candidate must have broad expertise across AF ISR operations (AF DCGS, AOC, Collection Management, Joint/HQ level staff experience, Reserve/ANG management) and possess the ability to assist in strategic direction and future concept planning
  • Entrepreneurial mindset (Self-starter)
  • Ability to manage multiple task simultaneously while maintaining attention to detail
  • Working knowledge of key business software such as Outlook, Word, Excel, and Access
  • Competency and/or experience working with people from diverse backgrounds and cultures

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