Investment Advisor Representative
Overview Facilitates sales initiatives and business development opportunities within Asset Advisors on behalf of our proprietary suite of mutual fund investment products
Support additional distribution channels (omnibus, broker-dealer, third-party) as demand dictates
Serves as the main point of contact for inbound inquiries from clients and executes targeted campaigns
Coordinates with internal parties and external vendors to establish and service accounts on an ongoing basis.
Core Responsibilities :
Learn and understand proprietary offering of investments, spanning mutual and commingled funds and separate account strategies
Understand external vendor portals that will be necessary for establishing accounts and maintain thereafter.
Establish relationships with interested parties to facilitate asset growth for KoCAA investments
Identify areas of growth based upon historical success with client and account types, geographies, and / or specific strategies
Create standardized, as well as custom, client content across all products
Produce regular and ad hoc materials for internal management that reflects the business and sales cycle
Communicate with other internal departments to source
Resolve client inquiries using internal applications and external vendors
Acquire and maintain necessary securities licensing Series 65
Essential Competencies
Professionalism / Personal Accountability, Communication, Flexible and Adapts to Change, Service to Customers and Clients
Skill Qualifications :
Required : Desire to be in sales and role and comfortable in front of clients
Foster a sense of teamwork while assisting others when needed
Maintain a commitment to quality and attention to detail
High ethical and moral standards that mirror the firms values and principles.
Preferred : Comfort with Microsoft suite of products (Excel, Word, PowerPoint), entrepreneurial, strong interpersonal skills and customer service abilities
Public speaking abilities a plus
Education and Experience Qualifications :
Required : Bachelors degree in finance and / or marketing
MBA (or progress towards) desirable
Client Series 65 Exam; able to be obtained shortly after hire
Preferred : 0-3 years related work experience or equivalent combination in training and experience
Interest in finance and economics
Client relationship management software experience is a strong plus.
Physical Demands :
Must be able to remain in a stationary position for a majority of the workday.
Nesco Resource provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state, or local laws.
Investment Advisor Representative
Overview Facilitates sales initiatives and business development opportunities within *** Asset Advisors on behalf of our proprietary suite of mutual fund investment products. Learn and understand proprietary offering of investments, spanning mutual and commingled funds and separate account strategie...
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