Andiamo · 15 hours ago
National Consultant - Innovative Wealth Solutions Leader
Phoenix, AZ
Full-time
Hybrid
Mid Level
$68K/yr - $95K/yr
4+ years expAndiamo is seeking an accomplished National Consultant to work directly with financial advisors, helping them elevate their practices and drive long-term growth. This role involves acting as a strategic partner, providing guidance on wealth management strategies and client engagement tools, and directly impacting advisor success.
ConsultingHuman ResourcesInformation TechnologyStaffing Agency
Responsibilities
Build and maintain strong relationships with financial advisors, serving as a trusted resource for growth and development
Offer consultative advice on products, investment strategies, performance, and portfolio design to align with client needs
Create and execute outreach programs to re-engage advisors who are not actively utilizing available resources
Deliver engaging presentations that highlight the value and benefits of available solutions at advisor events
Collaborate with colleagues across functions to expand advisor adoption and ensure seamless integration of tools and services
Travel up to 30% for client meetings, industry events, and regional initiatives
Qualification
Required
Exceptional organizational skills with the ability to manage priorities in a fast-paced environment
Proven success in consultative sales, with at least 4 years of experience in the financial services industry
Experience engaging clients both over the phone and in person, with a track record of building long-term relationships
Proficiency in Salesforce or a comparable CRM system for territory and pipeline management
Ability to assess investment platforms and provide tailored solutions that deliver results
Bachelor's degree in business, finance, or a related field
Active FINRA licenses: Series 6, 63, and 65, or Series 7 and 66 (required)
Benefits
Flexible paid time off and sick leave policies.
401(k) with 6% employer match.
Medical, dental, and vision insurance with HDHP and PPO options.
Employer contributions to HSA (for HDHP participants).
Volunteer time off to support community engagement.
Career growth opportunities, professional recognition, and ongoing learning support.
Wellness benefits, including fitness reimbursement.
Hybrid work schedule to balance professional and personal priorities.
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