Find Jobs
Find Jobs Near You – Available Work in Your Location
AVP Investment Consultant
Career Insights for Financial Planner / Investment Consultant
See where this job fits in the broader career landscape. Knowing your career path helps you see what's possible from here.
Scorecard
Based on Illinois data
Review key factors to help you decide if this role fits your goals. How is this calculated?
What they do
A Financial Planner or Investment Consultant advises clients on financial plans and investment strategies. Discusses the client's financial objectives, focusing on investment options and products. May be licensed to buy and sell financial products such as stocks and bonds.
$104,458 / year median in Illinois
+0% projected growth
Job Description
Manages all retail sales activities within the region and strives to meet or exceed all sales objectives. Travels throughout the region and conducts meetings in order to present information about Calamos' products and encourage new business. Positions and differentiates Calamos against competitor firms by explaining Calamos' commitment to value-added performance and exceptional client service. Creates annual business plans and strategies to maximize and retain sales in the region. Works in conjunction with an internal wholesaler to identify and pursue leads generated from referrals, ad campaigns and region canvassing. Participates in scheduled office visits, seminars, conference calls and other meetings and provides a high level of product expertise. Enters activity data into the Pivotal database on a regular basis and updates other information in Pivotal as appropriate. Prepares and presents a weekly regional update to the Divisional Director on the status of the region. Participates in other sales update meetings as appropriate. Maintains an extensive knowledge of the firm and industry including all products and trends in the industry; researches and reads various industry articles. Attends company, industry and other related events as directed. Completes travel and expense reports and other necessary paperwork on a weekly basis. Handles related duties as assigned. Bachelor's degree required. 8+ years experience in the financial services industry required. Four or more years of intermediary sales/external wholesaling experience. Series 7 and 63 licenses required. CFA or CIMA preferred. Must have a demonstrated track record of success in meeting sales objectives. Thorough knowledge of various intermediary channels and comprehensive product and industry knowledge required. Must be able to work independently and to communicate clearly and concisely. Extensive travel required within the region. PC skills in Microsoft Excel, Word, PowerPoint and sales database applications. Equal Opportunity Employer This employer is required to notify all applicants of their rights pursuant to federal employment laws. For further information, please review the Know Your Rights notice from the Department of Labor.