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Internal Advisory Consultant at futurestandard

Location
Philadelphia, Pennsylvania
Type
Full-time
Level
mid
Posted

Description

Future Standard is hiring an Internal Advisory Consultant to drive sales of its alternative investment products—including mutual funds, REITs, and interval funds—to financial advisors across an assigned United States region. The role focuses on building advisor relationships through telephone presentations, virtual meetings, and email, managing sales pipelines and territories, researching and pursuing leads, representing products and competing strategies, maintaining Salesforce CRM data, and supporting junior sales staff. The position requires a bachelor's degree, FINRA Series 7, Series 63 within three months, at least three years of financial services experience, and proficiency with Microsoft Office, Salesforce, and webinar tools.

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