Advisor Success Consultant - Innovative Wealth Solutions Leader jobs in United States
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Andiamo · 6 days ago

Advisor Success Consultant - Innovative Wealth Solutions Leader

positionPhoenix, AZ
timeFull-time
remoteHybrid
seniorityMid Level
money$60K/yr - $70K/yr
date4+ years exp

Andiamo is looking for an experienced Advisor Success Consultant to help financial professionals expand their businesses and strengthen client relationships. In this role, you will work closely with a portfolio of advisors, providing them with innovative tools and strategies to drive growth and elevate client outcomes.

ConsultingHuman ResourcesInformation TechnologyStaffing Agency
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Comp. & Benefits

Responsibilities

Partner with advisors to understand their goals and align them with solutions that accelerate business growth
Provide consultative expertise on investment strategies, product offerings, and portfolio positioning to support client needs
Design and lead initiatives to re-engage advisors who are not currently leveraging the platform
Communicate complex financial solutions in a clear and compelling way through presentations at advisor-focused events
Collaborate across teams to ensure a seamless experience for advisors while expanding adoption of resources and technology
Travel up to 30% to attend industry events, client meetings, and territory engagements

Qualification

FINRA licensesSalesforce proficiencyFinancial services experienceInvestment strategies expertiseBachelor's degreeOrganizational skillsCollaborative mindset

Required

Strong organizational skills with the ability to thrive in a fast-moving, client-focused environment
4+ years of proven success in financial services, including consultative sales by phone and in person
Active FINRA licenses: Series 6, 63, and 65, or Series 7 and 66 (required)
Proficiency in Salesforce or similar CRM platforms to manage advisor pipelines and track territory performance
Strong ability to evaluate investment platforms and provide tailored recommendations
A collaborative mindset balanced with the independence to work autonomously and drive results
Bachelor's degree in finance, business, or a related field

Benefits

Flexible paid time off and sick leave policies.
401(k) with a 6% employer match.
Medical, dental, and vision coverage with HDHP or PPO options.
Employer contributions to HSA (HDHP plans only).
Volunteer time off to support community involvement.
Career development programs, training, and recognition opportunities.
Wellness benefits, including fitness reimbursement.
Hybrid work schedule to support work-life balance.

Company

Andiamo

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Glassdoor4.0
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The Talent Partners for the AI Revolution.
dateFounded in 2003
location
New York, New York, USA
people-size201-500 employees
web-link
http://andiamogo.com

Funding

Current Stage
Growth Stage

Leadership Team

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Patrick McAdams
CEO & Co-Founder
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Steven Kottler
CFO
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Company data provided by crunchbase