Advisor Consultant, Broker Dealer, Long Island & CT

Neuberger Berman(25 days ago)

HybridFull TimeSenior$85,000 - $100,000Sales

About this role

The Advisor Consultant is a territory-based role focused on expanding Neuberger Berman’s presence with financial advisors at wirehouses and broker-dealers across Long Island, Fairfield County (CT), and Westchester County (NY). The position seeks to grow assets and revenue across mutual funds, SMAs, ETFs, and alternative investment strategies and requires deep investment management industry expertise and intermediary distribution experience.

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Required Skills

Relationship Building
Territory Management
Business Development
Prospecting
Presentation Skills
CRM
Client Service
Capital Markets
Communication

Qualifications

Undergraduate Degree
Graduate Degree (Preferred)
CIMA
CAIA
CFA
SIE
Series 7
Series 66
Series 63
Series 65

About Neuberger Berman

nb.com

Neuberger Berman Group LLC is a private, independent, employee-owned investment management firm. The firm manages equities, fixed income, private equity and hedge fund portfolios for global institutional investors, advisors and high-net-worth individuals.

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