Internal Advisor Consultant
Location
Chicago, IL
Job Type
Full-time
Category
other-general
Posted
June 21, 2026
The Internal Advisor Consultant proactively builds business partnerships with advisors in a defined geographic territory. This job partners closely with the Advisor Consultant to maintain current client assets, drive sales, cross sell advisors and convert prospects to clients. The Internal Advisor Consultant is responsible for meeting daily outbound call goals, email correspondences and advisor follow ups. In this role, the IAC stays current with portfolio and industry developments and masters all company product and service solutions.
**Key Responsibilities and Duties**
+ Partners with Advisor Consultant(s) to develop consultative relationships with Financial Advisors, branch office managers and sales managers, and to grow market share of company products with the assigned territory.
+ Partners and coordinates with Advisor Consultant on developing business and territory management plans.
+ Initiates outbound calls, email and engages in web conferences with top ...
**Key Responsibilities and Duties**
+ Partners with Advisor Consultant(s) to develop consultative relationships with Financial Advisors, branch office managers and sales managers, and to grow market share of company products with the assigned territory.
+ Partners and coordinates with Advisor Consultant on developing business and territory management plans.
+ Initiates outbound calls, email and engages in web conferences with top ...