Qualifications

• Minimum 3 years of experience in Broker-Dealer, Investment Management, or Registered Investment Advisor roles, preferably with direct advisor contact.
• Series 65 license, or a willingness to obtain it within 12 months.
• Strong knowledge of investment products and understanding of financial planning, capital markets, and compliance.
• Excellent verbal communication and listening skills to clearly explain complex products and strategies.
• Strong writing skills and comfort in handling financial data.
• Self-motivated with effective time management and multitasking abilities in a fast-paced environment.

Responsibilities

• Recruit new advisors to the AE Wealth Management platform by building and maintaining a list of qualified leads.
• Coach advisors on product proposals and strategies to grow their practice and increase assets on the platform.
• Conduct weekly outbound calls with existing advisors to share insights and sales strategies.
• Execute targeted marketing campaigns to engage potential advisors through various channels.
• Oversee the licensing and contracting process for new advisors while maintaining post-onboarding engagement.
• Develop and maintain expert knowledge of the company's platform, products, and vendor strategies.

Benefits

• Comprehensive medical, dental, and vision benefits, including a 401k plan with matching options.
• Generous paid time off package from day one.
• Access to on-site amenities such as a café, gym, therapist, financial coach, and primary care physician.
• Opportunities for continuous personal and professional development.
• Recognitions for hard work and exemplary performance.