Senior Investment Consultant – Southwest Region

🔥 0 minutes ago

🌵 Arizona – Remote

🌵 Arizona – Remote

⏰ Full Time

🟠 Senior

💸 Financial Planning and Analysis (FP&A)

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Thornburg Investment Management

WebsiteLinkedInAll Job Openings

201 - 500 employees

Founded 1982

💸 Finance

🤝 B2B

Finance • Investments • B2B

Thornburg Investment Management is a global investment firm headquartered in Santa Fe, New Mexico. The company specializes in providing a broad range of investment solutions, including equity, fixed income, multi-asset strategies, and sustainable investing, to institutional investors and financial professionals across the world. Thornburg is known for its active management approach and high-conviction portfolios designed to meet the diverse objectives of its clients. With a strong emphasis on research-driven investment strategies, Thornburg aims to deliver long-term performance by analyzing markets globally and investing in dynamic sectors. The firm offers its services through various investment vehicles such as mutual funds, managed accounts, and closed-end funds.

📋 Description

• Increase sales and enhance relationships with financial advisors within this region. • Work closely with the inside sales partner to develop and successfully execute a business plan to meet annual sales goal. • This position will be supported by an Advisor Solutions Consultant.

🎯 Requirements

• Proven track record in wholesaling mutual fund products to the financial services industry, preferably within this region. • Experience selling ETF's, separately managed accounts, private investments, and mutual funds. • Strong relationships with the advisors and targeted firms in this region would be highly desirable. • Highest ethical standards and integrity. • Tremendous work ethic and strong desire to succeed. • Extensive travel will be required given the size of the regions. • Professional and academic requirements include: NASD licenses Series 7, 63 and 65 • A Bachelor’s degree is required • CIMA and or CFP designation preferred

🏖️ Benefits

• Medical, dental, and vision coverage. • Employer 401(k) safe harbor and profit-sharing contributions. • Work/life programs such as flexible work arrangements, flexible paid time off, paid parental leave, employee assistance plan, commuter benefits, student loan repayment program, education reimbursement program. • Community involvement opportunities. • Onsite cafeteria. • Onsite fitness center. • Referral program.