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Advisor Consultant, Broker Dealer, Pac NW

Neuberger
Location 📍 United States, United States
Posted 📅 June 20, 2026
Work Type ⏰ Full-time

Position Overview

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 the Pac NW (Washington, Oregon, and Alaska). This is accomplished through relationship building via individual and group financial advisor meetings, client events, and conferences.

**Responsibilities**

+ Lead and develop the Pac NW 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 objectives to guide day-to-day priori...

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Job Details

Employment Type
Full-time
📊
Category
other-general
🏠
Work Arrangement
On-site
📍
Location
United States, United States