What are the responsibilities and job description for the Executive Consultant - Investment Advisory position at FIG Talent Solutions?
About Our Company Culture
We pride ourselves on fostering a culture of collaboration, innovation, and continuous learning.
Your Role in Our Organization:
- Play a key role in driving advisor growth and retention through a value-added engagement strategy.
- Contribute to the development of our wealth management and platform capabilities, ensuring they meet the evolving needs of our clients.
- Work collaboratively with cross-functional teams to deliver exceptional advisor experiences and optimize organic growth.
- Promote our brand and values through various marketing channels and industry events.
Requirements:
- Bachelor's degree in Finance or a related field.
- 3-5 years of relationship management and/or consulting experience in the RIA/Wealth Management Industry.
- 5 years of investment industry experience.
- Securities License: 65, 66, or 7.
- CFP preferred but not required.
- In-depth knowledge of the RIA and/or IAR models and economics, as well as key industry challenges and opportunities within these segments.
- Knowledge of insurance and other commission-based solutions.
