Sr. Regional Advisor Consultant (San Diego, Orange County, Las Vegas)
$100,000–$100,000 year
On-siteSan Diego, California, United States
Job Summary
Build and strengthen relationships with independent advisors and RIAs while proactively identifying sales opportunities to support advisor practice growth. Develop and execute a strategic territory plan, delivering compelling product positioning and market insights across equity, fixed income, alternatives, and portfolio solutions. Coordinate advisor meetings, follow-up, and business development activities to maximize sales effectiveness, collaborating with internal partners to provide an exceptional client experience. This role requires a proven track record in asset management sales, wholesaling, or advisor relationship management, along with strong knowledge of investment products and capital markets. Candidates must possess excellent communication skills and be highly organized and self-motivated. Full-time, exempt position with a base salary of $100,000/year and variable pay based on performance. Visa sponsorship is not provided; work authorization must be valid for the United States.
Required Qualifications
- Proven success in asset management sales, wholesaling, or advisor relationship management
- Strong knowledge of investment products, capital markets, and advisor business models
- Excellent communication, presentation, and relationship-building skills
- Highly organized, self-motivated, and results-oriented
- Valid work authorization that does not now, or in the future, require visa sponsorship for employment in the United States
Desired Qualifications
- FINRA Series 7 and 63 (or ability to obtain)
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