What You'll DoThe Financial Consultant will partner with a team of approximately 10-13 field wholesalers, working alongside them throughout the entire sales cycle-from identifying and prospecting new opportunities to advancing relationships and helping close business. The role will support the distribution of Aristotle's mutual funds, ETFs, and separately managed accounts, primarily to independent financial advisors across multiple states.
Key Responsibilities:- Partner closely with approximately 10-13 field wholesalers to drive sales activity and business development across their respective territories.
- Participate in all stages of the sales process, including prospecting, advisor outreach, opportunity development, relationship management, and closing business.
- Identify and develop new relationships with independent financial advisors while helping deepen existing relationships.
- Travel extensively with field wholesalers to participate in advisor meetings, office visits, presentations, conferences, and other sales activities.
- Develop a strong understanding of Aristotle's mutual funds, ETFs, separately managed accounts, investment capabilities, and overall value proposition.
- Effectively communicate investment strategies and portfolio solutions to financial professionals.
- Maintain consistent follow-up on sales opportunities and help move prospects through the sales pipeline.
- Coordinate activity across multiple wholesalers and territories while maintaining a high degree of organization and accountability.
- Develop a strong understanding of the independent advisor marketplace and the needs of financial professionals across different geographic markets.
- Serve as a highly engaged representative of Aristotle Investment Services with advisors, clients, and internal partners.
What You'll BringWe recognize that not all candidates will meet every requirement. If you're passionate about this role and believe you have the skills to succeed, we encourage you to apply.
Qualifications:- 3+ years of financial services experience required.
- Experience on an internal sales/wholesaling desk at an asset management firm is strongly preferred.
- Experience with mutual funds, ETFs, separately managed accounts, or other investment products preferred.
- Bachelor's degree required.
- Progress toward CFP, CIMA or CFA preferred.
- FINRA Series 7 and Series 63 licenses are required.
- Demonstrated interest in developing a long-term career in investment management sales.
- Ability and willingness to travel 75%+ of the time, including advisor meetings, field sales activities, conferences, and other business-related events.
- Strong verbal and written communication skills.
- Excellent interpersonal skills and the ability to establish credibility and build relationships with financial advisors.
- Highly organized with the ability to manage multiple territories, wholesalers, opportunities, and priorities simultaneously.
What We Offer- Comprehensive health, dental, and vision insurance for you and your dependents
- 401(k) with employer matching
- Paid time off, including an annual Employee Volunteer Day
- Life, Critical Illness, Disability, and Accidental Injury Insurance
- Employee Assistance Program
- Inclusive and supportive workplace culture
- Company events and employee discount programs
Our Core Values- We place our clients' interests first.
- We act with integrity.
- We achieve excellence through accountability and collaboration.
- We empower our employees.
- We are respectful.
- We value community.
Location: Remote -Tampa or Orlando Metropolitan Area, FL
Location Requirement: This is a remote position; however, candidates must currently reside within the Tampa or Orlando metropolitan areas to support assigned territories and business needs.
Base Compensation Range: $85,000.00 - $125,000.00
The pay range provided is a good faith estimate for the position at the time of posting. Actual compensation will be dependent on factors, including but not limited to, the individual's qualifications, relevant experience, knowledge, skills, education, internal equity, and physical work location within the state.
Note: The above description identifies the essential job functions and skills needed by the person or persons assigned to this position. These job functions and skills are not intended to be a complete and exhaustive list of all responsibilities, duties and skills required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential job functions. The information contained herein is subject to change at the company's discretion. No phone calls. No agencies or recruiters.
