Texas and New Mexico Licensed Advisor Consultant

Job Summary

A company is looking for a Regional Advisor Consultant for the Western Texas & New Mexico region.

Key Responsibilities

• Represent and drive sales for all products distributed by Columbia Management while building relationships with advisors
• Identify client needs and provide investment solutions, maintaining relationships with business partners
• Conduct training meetings and seminars for financial advisors and make joint sales presentations to clients

Required Qualifications

• Bachelor's degree or equivalent work experience
• Minimum of 3-5 years in mutual fund/separate account wholesaling or support
• Series 7 and state securities agent registration (S63 or S66) or the ability to obtain within a defined period