What are the responsibilities and job description for the Advisor Consultant - Winter 2023 position at Lord Abbett.com?
The Role
The Advisor Consultant role is for early career professionals who are eager to kick-start their careers and gain a broad range of skills necessary for continued success. You’ll begin with a comprehensive training program where you’ll gain invaluable experiences focused on client relationship management, consultative sales, and practice management. You’ll then join our Advisor Consultant desk helping to grow our business and to serve our existing clients within a particular region. As an Advisor Consultant, you’ll receive performance reviews and actionable feedback.
Our Team
Advisor Consultants are responsible for proactively engaging Financial Advisors within a defined geographic territory in an effort to enrich existing relationships, identify cross-selling opportunities, and originate new producers. Advisor Consultants help represent Lord Abbett to our client base and thus go through a rigorous and industry-leading training program which covers investment markets, investment products and presentation skills in addition to sponsorship for Series 7, 66, and SIE licenses. Advisor Consultants work in partnership with an assigned Regional Manager in an ongoing effort to elevate the investment conversation by thoughtfully positioning our products.
We’ll trust you to:
- Proactively contact financial advisors to communicate actionable sales ideas and business-building opportunities
- Partner with one or more Regional Managers to manage and grow an assigned territory
- Articulate a deep knowledge of mutual funds, separately managed accounts, and retirement products
- Demonstrate a deep understanding of all Lord Abbett Market & Product Opportunity Presentations (MPOs)
- Engage with Marketing to execute outbound phone call campaigns
- Understand current market conditions and the potential impact on our investment products
You'll need to have:
- 0-3 years relevant experience in the financial services industry
- Ability to obtain the Series 7, 66, and SIE licenses within the designated time frame
- Exceptional written and verbal communication skills
- The aptitude to learn and adapt quickly in a rapidly changing environment
- Real ambition to pursue a client-facing career, with a strong interest in relationship management and sales
- Ability to develop client relationships and strategic partnerships
Why Lord Abbett?
Lord Abbett is a leading private asset manager serving clients worldwide. Our mission—securing a sustainable future for our clients, our people, and our world—fuels everything we do. Inspired by our “dream big, work hard, have fun” principle, our people thrive in our vibrant culture and deliver lasting impact to our clients and communities. We are honored to have earned recognition as one of the Best Places to Work in Money Management by Pensions & Investments and scored 100% on the Human Rights Campaign’s Corporate Equality Index, a measure of LGBTQ workplace equality.
