Andiamo ยท 2 days ago
Advisor Success Consultant - Innovative Wealth Solutions Leader
Chicago, IL
Full-time
Hybrid
Mid Level
$60K/yr - $70K/yr
4+ years expAndiamo is a mission-driven organization that empowers financial advisors to enhance their client services. They are seeking an Advisor Success Consultant who will build relationships with financial professionals, providing them with the necessary tools and insights to grow their practices and improve client service.
ConsultingHuman ResourcesInformation TechnologyStaffing Agency
Responsibilities
Partner with financial advisors to understand their business goals and match them with solutions that deliver measurable results
Provide consultative expertise on investment strategies, platform capabilities, product details, and portfolio positioning
Design and execute outreach initiatives to re-engage advisors who are underutilizing the platform
Deliver dynamic presentations at advisor events, showcasing the value of available solutions and resources
Serve as a strategic partner in driving adoption and engagement with wealth management tools, technology, and consulting support
Travel up to 30% to meet with advisors, attend client events, and represent the platform at industry functions
Qualification
Required
Strong organizational and prioritization skills; ability to excel in a fast-paced, client-facing environment
Collaborative team player with a self-starter mindset and strong ability to work independently
Proficiency in Salesforce or similar CRM platforms to track pipelines, manage territories, and drive accountability
Knowledge of managed money platforms, investment products, and financial services consulting
Bachelor's degree in finance, business, or a related field
4+ years of experience in the financial services industry
4+ years of proven success in sales, including both phone-based and in-person client engagement
Active FINRA licenses required: Series 6, 63, and 65, or Series 7 and 66
Benefits
Comprehensive health coverage (medical, dental, vision) with both HDHP and PPO options.
401(k) plan with a 6% employer match.
Employer HSA contributions for eligible plans.
Flexible paid time off and volunteer time off programs.
Career development programs, recognition initiatives, and learning opportunities.
Wellness and lifestyle benefits, including fitness reimbursements.
Hybrid work schedule to support 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