Advisory Specialist Internal Sales in Investment Management Field
1 week ago
Position Description:Total Target Compensation is $80,000 - $100,000 for the first year. Base pay is $54,000 to $62,000 per year, paid semi-monthly. Discretionary Compensation is paid quarterly.The Advisory Specialist is primarily responsible for developing new business leads and supporting existing client relationships in their assigned territory. As a member of Horizon's Advisor-facing sales team, the Advisory Specialist is partnered with a Regional Director and together they work to expand Horizon's market share. The Advisory Specialist must have a strong knowledge of Horizon's investment solutions and global market trends in order to identify and reach out to potential business leads and provide consultative support to prospective and existing clients.Responsibilities:Prospects to uncover new business leads through proactive call and email campaignsCreates and executes on targeted campaigns designed to appeal to Financial Advisors current business needsSchedules and runs virtual meetings with Financial Advisors in their assigned territoryDrives interest and adoption of Horizon's online advisor prosite with Financial AdvisorsEngages with Centers of Influence to uncover new opportunities and increase Horizon's awarenessSupports current clients through conducting model reviews and offering value addsPerforms a territory analysis with their Regional Director to identify new areas of opportunity and where they are at to planDrives attendance to Horizon eventsOwns and executes on the follow up process for Event Leads in their territoryActs as a liaison between Financial Advisors and Horizon's Investment Management teamStays informed of domestic and global market trendsAchieves a strong understanding of marketplace competitors and complementary product suitesTracks and reports activity through the CRMExemplifies the Sales Team standards and Horizon's core valuesQualifications:Ability to build and maintain business relationships. Works well in a team environment and independently.Self-motivated and driven to reach sales goals in a fast-paced environment.Confidence and ability to drive sales.Excellent communication skills / interpersonal skills, including the ability to communicate effectively over the telephone.Strong organizational skills and ability to multi-task.Knowledge of the Independent RIA and B/Ds proprietary platforms and competition Familiarity with Salesforce and the Microsoft Office suitePosition Requirements:Bachelor's degreeFINRA Series 7 and 63/65 or 66 licenses (or the ability to gain these in 4 months)Job Posted by ApplicantPro
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Advisory Specialist
2 weeks ago
Charlotte, United States Horizon Investments Full timeAdvisory Specialist (Internal Sales in Investment Management Field)Total Target Compensation is $80,000 - $100,000 for the first year. Base pay is $54,000 to $62,000 per year, paid semi-monthly. Discretionary Compensation is paid quarterly.The Advisory Specialist is primarily responsible for developing new business leads and supporting existing client...
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Advisory Specialist
2 weeks ago
Charlotte, NC, United States Horizon Investments Full timePosition Description:Total Target Compensation is $80,000 - $100,000 for the first year. Base pay is $54,000 to $62,000 per year, paid semi-monthly. Discretionary Compensation is paid quarterly. The Advisory Specialist is primarily responsible for developing new business leads and supporting existing client relationships in their assigned territory. As a...
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Charlotte, United States Charlotte Staffing Full timeRelationship Manager, Advisory and Investment ConsultingAt Equitable, our power is in our people. We're individuals from different cultures and backgrounds. Those differences make us stronger as a team and a force for good in our communities. Here, you'll work with dynamic individuals, build your skills, and unleash new ways of working and thinking. Are you...
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Charlotte, United States Equitable Holdings Full timeAt Equitable, our power is in our people. We're individuals from different cultures and backgrounds. Those differences make us stronger as a team and a force for good in our communities. Here, you'll work with dynamic individuals, build your skills, and unleash new ways of working and thinking. Are you ready to join an organization that will help unlock your...
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Charlotte, United States Datasite Full timeSales Director, Advisory Sales for Datasite LLC, Charlotte, NC page is loaded## Sales Director, Advisory Sales for Datasite LLC, Charlotte, NClocations: USA - NC - Charlottetime type: Full timeposted on: Posted Yesterdaytime left to apply: End Date: November 24, 2025 (30+ days left to apply)job requisition id: R35401**Job Description:**Sales...
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Investment Specialist
1 week ago
Charlotte, NC, United States First Citizens Bank Full timeOverviewThe Investment Specialist works with our Premier Bankers and branch partners to fulfill the investment needs of our clients. The Investment Specialist develops an understanding of each client or prospect's financial situation in order to recommend the appropriate investment solution with the client's best interest in mind. They also facilitate...
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Investment Specialist
1 week ago
Charlotte, NC, United States First Citizens Bank Full timeOverviewThe Investment Specialist works with our Premier Bankers and branch partners to fulfill the investment needs of our clients. The Investment Specialist develops an understanding of each client or prospect's financial situation in order to recommend the appropriate investment solution with the client's best interest in mind. They also facilitate...
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Advisory Trading Specialist
3 weeks ago
Charlotte, United States Ameriprise Financial Full timeAdvisory Trading SpecialistThe Advisory Trading Specialist will initiate the day-to-day trading and operations for all discretionary managed account products. This role will have excellent visibility working cross functionally with business partners to process client requests, answer trade related inquiries and conduct research of escalated items. We are...
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Charlotte, United States Charlotte Staffing Full timeInternational Corporate Tax Advisory ManagerAt EY, we're all in to shape your future with confidence. We'll help you succeed in a globally connected powerhouse of diverse teams and take your career wherever you want it to go. Join EY and help to build a better working world. The International Tax and Transaction Services practice is comprised of three...
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Senior Investment Sales Advisor
4 weeks ago
Charlotte, United States Sands Investment Group Full timeSands Investment Group (SIG), one of the nation's fastest growing real estate firms as named by RE Forum, is seeking a highly motivated Senior Investment Sales Advisor to join our dynamic and collaborative company and be a part of our new office opening in South Florida. SIG provides its Brokers with: Company culture of collaboration, teamwork and giving...
