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Advisor Consultant, Broker Dealer, Southwest
Neuberger Berman
On-site
From the original posting
The Advisor Consultant is responsible for creating new relationships and managing existing ones with Financial Advisors at Merrill Lynch, Morgan Stanley, UBS, Wells Fargo, Ameriprise, LPL, 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 Southwest (Arizona, Utah, Nevada, and New Mexico). This is accomplished through relationship building via individual and group financial advisor meetings, client events, and conferences.…
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