What are the responsibilities and job description for the Advisor Success Consultant - Innovative Wealth Solutions Leader position at Andiamo?
Advisor Success Consultant
We are looking for an experienced Advisor Success Consultant to play a key role in helping financial professionals expand their businesses and strengthen client relationships. In this role, you’ll work closely with a portfolio of advisors, equipping them with innovative tools, investment strategies, and practice management resources designed to drive growth and elevate client outcomes. This is a highly visible opportunity for someone who enjoys combining consultative sales with relationship management to create lasting impact across their territory.
What You’ll Do
This role is about more than just sales—it’s about empowering financial advisors to make a difference for their clients. You’ll be part of a mission-driven team that values integrity, excellence, respect, and collaboration. Here, innovation is encouraged, great ideas are celebrated, and your work directly contributes to helping advisors deliver outstanding client service while building stronger businesses. If you’re motivated by impact, growth, and meaningful relationships, this is an opportunity to thrive.
We are looking for an experienced Advisor Success Consultant to play a key role in helping financial professionals expand their businesses and strengthen client relationships. In this role, you’ll work closely with a portfolio of advisors, equipping them with innovative tools, investment strategies, and practice management resources designed to drive growth and elevate client outcomes. This is a highly visible opportunity for someone who enjoys combining consultative sales with relationship management to create lasting impact across their territory.
What You’ll Do
- Partner with advisors to understand their goals and align them with solutions that accelerate business growth.
- Provide consultative expertise on investment strategies, product offerings, and portfolio positioning to support client needs.
- Design and lead initiatives to re-engage advisors who are not currently leveraging the platform.
- Communicate complex financial solutions in a clear and compelling way through presentations at advisor-focused events.
- Collaborate across teams to ensure a seamless experience for advisors while expanding adoption of resources and technology.
- Travel up to 30% to attend industry events, client meetings, and territory engagements.
- Strong organizational skills with the ability to thrive in a fast-moving, client-focused environment.
- 4 years of proven success in financial services, including consultative sales by phone and in person.
- Active FINRA licenses: Series 6, 63, and 65, or Series 7 and 66 (required).
- Proficiency in Salesforce or similar CRM platforms to manage advisor pipelines and track territory performance.
- Strong ability to evaluate investment platforms and provide tailored recommendations.
- A collaborative mindset balanced with the independence to work autonomously and drive results.
- Bachelor’s degree in finance, business, or a related field.
- Base Salary: $60,000 – $70,000 depending on skills, experience, and location.
- Sales Incentive Plan: Annualized target up to $70,000, tied to clear performance metrics.
- Hybrid work arrangement available for candidates near Phoenix, AZ.
- Flexible paid time off and sick leave policies.
- 401(k) with a 6% employer match.
- Medical, dental, and vision coverage with HDHP or PPO options.
- Employer contributions to HSA (HDHP plans only).
- Volunteer time off to support community involvement.
- Career development programs, training, and recognition opportunities.
- Wellness benefits, including fitness reimbursement.
- Hybrid work schedule to support work-life balance.
This role is about more than just sales—it’s about empowering financial advisors to make a difference for their clients. You’ll be part of a mission-driven team that values integrity, excellence, respect, and collaboration. Here, innovation is encouraged, great ideas are celebrated, and your work directly contributes to helping advisors deliver outstanding client service while building stronger businesses. If you’re motivated by impact, growth, and meaningful relationships, this is an opportunity to thrive.
Salary : $60,000 - $70,000
