Andiamo ยท 1 week ago
National Consultant - Innovative Wealth Solutions Leader
Chicago, IL
Full-time
Hybrid
Mid Level
$68K/yr - $95K/yr
4+ years expAndiamo is seeking a dynamic National Consultant to serve as a trusted partner to financial advisors and help them accelerate the growth of their practices. In this role, you will work with a portfolio of engaged advisors, providing guidance on wealth management strategies, investment solutions, and practice management resources.
ConsultingHuman ResourcesInformation TechnologyStaffing Agency
Responsibilities
Partner with financial advisors to understand their goals and recommend solutions that support long-term business growth
Provide consultative expertise on products, investment performance, portfolio positioning, and client engagement strategies
Design and execute targeted campaigns to re-engage advisors who are underutilizing available tools and resources
Deliver engaging presentations at advisor-focused events, highlighting the unique value of available offerings
Collaborate with internal teams to ensure smooth adoption of resources, technology, and investment platforms
Travel up to 30% to attend client meetings, industry events, and regional engagements
Qualification
Required
Strong organizational and time management skills with the ability to thrive in a fast-paced environment
Collaborative team player with the ability to work independently and proactively drive outcomes
Proficiency in Salesforce or similar CRM platforms for pipeline and territory management
Ability to evaluate managed money platforms and tailor solutions to advisor and client needs
Bachelor's degree in finance, business, or a related field
4+ years of professional experience within the financial services industry
4+ years of experience in consultative sales, both over the phone and in person
Active FINRA licenses required: Series 6, 63, and 65, or Series 7 and 66
Benefits
Flexible paid time off and sick leave policies.
401(k) with 6% employer match.
Medical, dental, and vision coverage (HDHP or PPO options).
Employer HSA contributions for eligible plans.
Volunteer time off to support community involvement.
Career development programs, training, and recognition opportunities.
Wellness benefits including fitness reimbursement.
Hybrid work schedule supporting work-life balance.
Company
Andiamo
The Talent Partners for the AI Revolution.
201-500 employees
Funding
Current Stage
Growth StageLeadership Team
Patrick McAdams
CEO & Co-Founder
Steven Kottler
CFO
Company data provided by crunchbase