Series 7 and 63 Licensed Advisor Consultant
Company: VirtualVocations
Location: Racine
Posted on: April 1, 2025
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Job Description:
A company is looking for an Advisor Consultant - Alternative
Investments.
Key Responsibilities
Raise capital for Alternative Strategies within various wealth
channels
Present Alternative capabilities to Financial Advisors and
Investors to attract new clients
Manage the Alternative Sales pipeline and develop relationships
with prospect firms
Required Qualifications
Minimum 5 years' experience in investment management, specifically
in business development for Alternative Investments
FINRA Series 7 and Series 63 registrations
University degree preferred
Experience marketing into private wealth channels is preferred
Prior experience in real estate, private equity, hedge funds, or
private credit is a plus
Keywords: VirtualVocations, Racine , Series 7 and 63 Licensed Advisor Consultant, Professions , Racine, Wisconsin
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