State Licensed Regional Advisor Consultant
Company: VirtualVocations
Location: Vista
Posted on: May 21, 2025
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Job Description:
A company is looking for a Sr. Regional Advisor
Consultant-BD.
Key Responsibilities
Represent all products and drive sales by developing relationships
with advisors in the assigned territory
Partner with internal teams to create business plans and manage
territory sales goals
Conduct training meetings and provide investment solutions to
financial advisors
Required Qualifications
Bachelor's degree or equivalent work experience
3-5 years in mutual fund/separate account wholesaling or support
roles
In-depth knowledge of mutual funds and separate accounts
Ability to make dynamic sales presentations
Series 7 and state securities agent registration or ability to
obtain within a defined period
Keywords: VirtualVocations, Irvine , State Licensed Regional Advisor Consultant, Professions , Vista, California
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