Advisor Consultant, Cross-Channel, Mid-South
Neuberger Berman(1 month ago)
About this role
The Cross-Channel Advisor Consultant drives growth of Neuberger Berman’s platform by building strategic relationships and business development with national and regional advisors across North Carolina, South Carolina, Kentucky, and Tennessee. The role requires a deep understanding of investments and capital markets and working collaboratively with internal and external stakeholders to expand the firm’s advisor distribution.
Required Skills
- Relationship Management
- Business Development
- Fixed Income
- ETFs
- Client Communication
- Market Commentary
- Portfolio Analysis
- Strategic Thinking
- Collaboration
- Organizational Skills
Qualifications
- Series 7
- Series 63
- Series 65
- Series 66
- Series 31
- CFP
- CIMA
- CFA
- CAIA
About Neuberger Berman
nb.comNeuberger 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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