Advisor Consultant
On-site · Tampa, Florida, United States
Job Summary
Advisor Consultant/Internal Wholesaler to drive asset growth by supporting distribution of DoubleLine’s investment strategies to financial advisors. Serves as primary contact for advisors seeking insight into investment views and product offerings, works with Global Relationship Manager to penetrate advisor channels (wirehouses, independent broker-dealers, banks, RIAs), aims to drive allocations to flagship funds and support launches/adoption of new strategies. Responsibilities include driving net new assets through proactive advisor engagement and relationship development, partnering with GRMs within a geographic territory, explaining and positioning DoubleLine strategies across taxable fixed income, assisting GRMs with day-to-day tasks, servicing advisors and existing assets with market updates and product inquiries, and fostering strategic relationships with a results-oriented, collaborative mindset.
Required Qualifications
- Bachelor’s Degree with 2 years of experience in the financial services industry
- FINRA Series 7 and 63 or 66 license required
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