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Advisor Consultant, Broker Dealer, Mid West
Neuberger
Full-time
United States, REMOTE / HOME OFFICE - INDIANA
other-general
Posted:
June 15, 2026
Location:
United States, REMOTE / HOME OFFICE - INDIANA, United States
Job Description
**Summary**
The Advisor Consultant is responsible for creating new relationships and managing existing ones with Financial Advisors at Merrill Lynch, Morgan Stanley, UBS, and Raymond James. The goal of the Advisor Consultant is to increase sales and revenue of Neuberger Berman mutual funds, SMAs, ETFs, and alternative investment strategies within the prescribed territory of Indiana, Illinois (x-Chicago Metro), and Milwaukee. This is accomplished through relationship building via individual and group financial advisor meetings, client events, and conferences.
**Responsibilities**
+ Lead and develop the Mid West territory targeting wirehouses and broker dealers by actively developing relationships with advisors to promote business building ideas and services; maintain and grow assets in territory across mutual funds, SMAs, alternative investment products, and ETFs
+ Develop and implement a business plan for the territory using activity-oriented goal objectiv...
The Advisor Consultant is responsible for creating new relationships and managing existing ones with Financial Advisors at Merrill Lynch, Morgan Stanley, UBS, and Raymond James. The goal of the Advisor Consultant is to increase sales and revenue of Neuberger Berman mutual funds, SMAs, ETFs, and alternative investment strategies within the prescribed territory of Indiana, Illinois (x-Chicago Metro), and Milwaukee. This is accomplished through relationship building via individual and group financial advisor meetings, client events, and conferences.
**Responsibilities**
+ Lead and develop the Mid West territory targeting wirehouses and broker dealers by actively developing relationships with advisors to promote business building ideas and services; maintain and grow assets in territory across mutual funds, SMAs, alternative investment products, and ETFs
+ Develop and implement a business plan for the territory using activity-oriented goal objectiv...
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Job Type:
Full-time
Location:
United States, United States
Posted:
June 15, 2026
Deadline:
June 20, 2026