Investment Advisor Representative Position Available In South Central Connecticut Planning Region, Connecticut

Job Description:

Overview Facilitates sales initiatives and business developmentopportunities within Asset Advisors on behalf of our proprietarysuite of mutual fund investment products. Support additionaldistribution channels (omnibus, broker-dealer, third-party) asdemand dictates. Serves as the main point of contact for inboundinquiries from clients and executes targeted campaigns. Coordinateswith internal parties and external vendors to establish and serviceaccounts on an ongoing basis.

Core Responsibilities:

Learn andunderstand proprietary offering of investments, spanning mutual andcommingled funds and separate account strategies Understandexternal vendor portals that will be necessary for establishingaccounts and maintain thereafter. Establish relationships withinterested parties to facilitate asset growth for KoCAA investmentsIdentify areas of growth based upon historical success with clientand account types, geographies, and/or specific strategies Createstandardized, as well as custom, client content across all productsProduce regular and ad hoc materials for internal management thatreflects the business and sales cycle Communicate with otherinternal departments to source Resolve client inquiries usinginternal applications and external vendors Acquire and maintainnecessary securities licensing Series 65 Essential CompetenciesProfessionalism/Personal Accountability, Communication, Flexibleand Adapts to Change, Service to

Customers and Clients SkillQualifications:

Required:

Desire to be in sales and role andcomfortable in front of clients. Foster a sense of teamwork whileassisting others when needed. Maintain a commitment to quality andattention to detail. High ethical and moral standards that mirrorthe firms values and principles.

Preferred:

Comfort with Microsoftsuite of products (Excel, Word, PowerPoint), entrepreneurial,strong interpersonal skills and customer service abilities. Publicspeaking abilities a plus.

Education and Experience Qualifications:

Required:

Bachelors degree in finance and/or marketing. MBA (orprogress towards) desirable. Client Series 65 Exam; able to beobtained shortly after hire

Preferred:

0-3 years related workexperience or equivalent combination in training and experience.

Interest in finance and economics. Client relationship managementsoftware experience is a strong plus.

Physical Demands:

Must beable to remain in a stationary position for a majority of theworkday. Nesco Resource provides equal employment opportunities toall employees and applicants for employment and prohibitsdiscrimination and harassment of any type without regard to race,color, religion, age, sex, national origin, disability status,genetics, protected veteran status, sexual orientation, genderidentity or expression, or any other characteristic protected byfederal, state, or local laws.