Advisor Consultant Job Description
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:
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:
Desired experience for advisor consultant includes:
Advisor Consultant Examples
Advisor Consultant Job Description
- 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
- 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
Advisor Consultant Job Description
- 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
- 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
Advisor Consultant Job Description
- 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
- 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)
Advisor Consultant Job Description
- 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
- 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)
Advisor Consultant Job Description
- 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
- 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