Advisor Consultant, Broker Dealer

Neuberger Berman

Advisor Consultant responsible for managing financial advisor relationships in Pac NW. Increase sales of mutual funds and investment strategies, collaborating with various partners.

Posted 6/2/2026full-timeAlaska, Oregon, Washington • 🇺🇸 United StatesSeniorLead💰 $85,000 - $100,000 per yearWebsite

About the role

Key responsibilities & impact

Create new relationships and manage existing ones with Financial Advisors
Increase sales and revenue of Neuberger Berman mutual funds, SMAs, ETFs, and alternative investment strategies
Develop and implement a business plan for the territory
Maintain a high level of expertise related to capital markets and investment management industry
Coordinate all prospect meetings and sales support activities
Exhibit strong business acumen and executive sales presence
Maintain activity information in Neuberger Berman CRM database

Requirements

What you’ll need

A minimum of 10 years’ experience within the investment management industry
5+ years of intermediary distribution experience preferred
Experience working with wirehouse, regional, and independent financial advisors
Proven track record of consistently meeting or exceeding predetermined key objectives
Strong executive presence, active listening, client preparedness, and presentation skills
Professional characteristics reflecting curiosity, empathy, and enthusiasm
Excellent verbal and written communication skills
Undergraduate degree required, graduate degree a plus
CIMA, CAIA, or CFA designations a plus
SIE, Series 7, 66 or SIE, 7, 63, 65 licenses

Benefits

Comp & perks

Comprehensive package of benefits including paid time off
Medical/dental/vision insurance
Retirement plans
Life insurance
Discretionary bonus and production compensation

ATS Keywords

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Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills & Tools

investment managementintermediary distributioncapital marketssales strategybusiness planningsales supportclient preparednesspresentation skills

Soft Skills

business acumenexecutive presenceactive listeningcuriosityempathyenthusiasmverbal communicationwritten communication

Certifications

CIMACAIACFASIESeries 7Series 66Series 63Series 65