Advisor Education Consultant
PIMCO(2 months ago)
About this role
PIMCO is hiring an experienced Wealth Management Investment Consultant to lead and elevate its Advisor Education value-add program within the U.S. Global Wealth Management business. The role serves as a visible ambassador and thought leader, representing PIMCO at major industry events while partnering with internal GWM teams to strengthen advisor engagement. The position is based in New York, NY or can be performed remotely, with significant travel for conferences and client meetings.
Required Skills
- Advisor Education
- Wealth Management
- Practice Management
- Wealth Planning
- Tax Planning
- Investment Consulting
- Thought Leadership
- Content Development
- Public Speaking
- Webinars
+5 more
Qualifications
- Bachelor’s Degree
- CFP
- CIMA
- CPWA
- CFA
About PIMCO
pimco.comPIMCO is an investment management firm providing solutions for institutions, financial professionals and millions of individuals worldwide. Learn more.
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