Advisor Consultant, Broker Dealer, Pac NW

The Advisor Consultant is responsible for creating new relationships and managing existing ones with Financial Advisors at Merrill Lynch, Morgan Stanley, UBS, and Raymond James. The goal of the Advisor Consultant is to increase sales and revenue of Neuberger Berman mutual funds, SMAs, ETFs, and alternative investment strategies within the prescribed territory of the Pac NW (Washington, Oregon, and Alaska). This is accomplished through relationship building via individual and group financial advisor meetings, client events, and conferences.

Lead and develop the Pac NW territory targeting wirehouses and broker dealers by actively developing relationships with advisors to promote business building ideas and services; maintain and grow assets in territory across mutual funds, SMAs, alternative investment products, and ETFs.

make prospecting calls, create qualifying lists, and provide on-going service to existing and new clients.

Maintain a high level of expertise re...

Ready to Apply?

Submit your application today and join our talented team at Neuberger Berman Group LLC.

Submit Application