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AG
Acosta Group
Manager Business ADW
Career Insights for Personal Financial Advisor (General)
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Scorecard
Based on Virginia data
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What they do
A Personal Financial Advisor advises clients on financial plans and investment strategies. Discusses the client's financial objectives, researches and recommends investment options, advises on tax strategies, monitors client accounts. May be licensed to buy and sell financial products such as stocks and bonds.
$100,973 / year median in Virginia
+5% projected growth
Job Description
- DESCRIPTION
- Responsible for the management of the clients' portfolio and go to market strategy in a defined marketing area. Primary responsibility includes increasing sales and market share of the brands represented, while earning a profit for our manufacturers and Acosta. Executes the goals assigned through fact-based selling, strategic planning and new business development.
RESPONSIBILITIES
- + Deliver clients' volume, share and sales fundamental goals (merchandising, assortment, pricing, and shelving) while maximizing profitability, trade management, and ROI.
QUALIFICATIONS
Education Requirements:
- + Bachelor's Degree Required
Work Experience Requirements:
- + Preferred candidate would have a proven track record in a client sales capacity with a food broker or a major national company. Prior experience must demonstrate sales, analytical skills, and critical thinking. + Five years+ experience in consumer-packaged goods (CPG) related experience in sales or analytical roles.
Knowledge, Skills and Abilities Requirements:
- + Ability to take complex data and create solutions where there may be different goals from the customers and clients.
- Physical Requirements
- + Sit for extended periods (typically 6+ hours per day).
ABOUT US
- Acosta Group is a collective uniting the most trusted retail, marketing, and foodservice agencies—Acosta, ActionLink, CORE Foodservice, CROSSMARK, Mosaic, Premium Retail Services, and Product Connections.
- AskHR@acosta.com
- \#DiscoverYourPath
- Acosta, and its subsidiaries, is an Equal Opportunity Employer
Job Category:
- Wholesale
Position Type:
- Full time
Business Unit:
- Sales
Salary Range:
- $79860.00 - $99880.00
Company:
- ADW Acosta, LLC
Req ID:
- 38804
Employer Description:
- US\_ACOSTA\_GRP\_EMP\_DESC