Financial Desk Advisor Consultant - Berwyn, PA, US

Only for registered members Berwyn, PA, US, United States

1 day ago

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Job summary

The candidate will be responsible for supporting our Broker Dealer, FIDx Markets within already signed BD and RIA firms. They will be focused on advisor adoption and growth working in coordination with our Carrier partners and Envestnet.

Responsibilities

  • Serve as the main point of contact for Registered Investment Advisors.
  • Develop and execute a regional sales strategy that aligns with the company's overall sales objectives.
  • Monitor and analyze metrics to identify areas for improvement and develop strategies to address them.

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