Advisor Consultant, Broker Dealer, Western PA-NY - Rayne
Only for registered members Rayne, United States
3 weeks ago
Job summary
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.Responsibilities
- Lead and develop the Western PA-NY territory targeting wirehouses and broker dealers by actively developing relationships with advisors to promote business building ideas and services;
- Maintain all activity information in Neuberger Berman CRM database; Maintain knowledge of Neuberger Berman products offered through partner firms.
Job description
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