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Senior Investment Consultant, Southeast Florida Region

Remote, USA Full-time Posted 2025-11-24
Job Description: • The Senior Investment Consultant (SIC) position has the primary responsibility of executing a focused sales strategy with a segmented group of advisors. • The SIC will be responsible for selling Thornburg's mutual funds and SMA products to financial advisors primarily at wire houses, independent/regional broker-dealer and RIA channels. • 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. • The inside sales desk is located in Santa Fe, NM. • Regional Responsibility requires the appropriate individual to be based in the Southeast Florida Region. 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. Apply tot his job Apply To this Job

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