Investment Advisor Representative

Location: New Haven
Posted on: June 23, 2025

Job Description:

Overview Facilitates sales initiatives and business development opportunities within Asset Advisors on behalf of our proprietary suite of mutual fund investment products. Support additional distribution channels (omnibus, broker-dealer, third-party) as demand dictates. Serves as the main point of contact for inbound inquiries from clients and executes targeted campaigns. Coordinates with internal parties and external vendors to establish and service accounts on an ongoing basis. Core Responsibilities: Learn and understand proprietary offering of investments, spanning mutual and commingled funds and separate account strategies Understand external vendor portals that will be necessary for establishing accounts and maintain thereafter. Establish relationships with interested parties to facilitate asset growth for KoCAA investments Identify areas of growth based upon historical success with client and account types, geographies, and/or specific strategies Create standardized, as well as custom, client content across all products Produce regular and ad hoc materials for internal management that reflects the business and sales cycle Communicate with other internal departments to source Resolve client inquiries using internal applications and external vendors Acquire and maintain necessary securities licensing Series 65 Essential Competencies Professionalism/Personal Accountability, Communication, Flexible and Adapts to Change, Service to Customers and Clients Skill Qualifications: Required: Desire to be in sales and role and comfortable in front of clients. Foster a sense of teamwork while assisting others when needed. Maintain a commitment to quality and attention to detail. High ethical and moral standards that mirror the firms values and principles. Preferred: Comfort with Microsoft suite of products (Excel, Word, PowerPoint), entrepreneurial, strong interpersonal skills and customer service abilities. Public speaking abilities a plus. Education and Experience Qualifications: Required: Bachelors degree in finance and/or marketing. MBA (or progress towards) desirable. Client Series 65 Exam; able to be obtained shortly after hire Preferred: 0-3 years related work experience or equivalent combination in training and experience. Interest in finance and economics. Client relationship management software experience is a strong plus. Physical Demands: Must be able to remain in a stationary position for a majority of the workday. Nesco Resource provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state, or local laws.

Keywords: , Attleboro , Investment Advisor Representative, Sales , New Haven, Massachusetts