Future Standard · 9 hours ago
Analyst, Advisory Associate
Philadelphia, Pennsylvania, United States
Full-time
Onsite
New Grad, Entry LevelFuture Standard is a global alternative asset manager serving institutional and private wealth clients, investing across private equity, credit and real estate. The Advisory Associate participates in a sales training program, supports business development, and develops financial acumen in the securities industry.
Asset ManagementFinancial ServicesReal Estate Investment
Responsibilities
Participate in training to learn and master techniques of the Consultative Selling Process to move prospects, qualify leads, and sell within assigned territories
Become a trusted consultant and relationship manager by establishing trust, credibility, and rapport with Future Standard sales professionals and assigned advisors
Maintain prospect database and assist with call campaigns, events, meetings, and scheduling efforts
Utilize and leverage video technologies to promote Future Standard funds
Coordinate with Marketing as it relates to email campaigns, product messaging and support materials
Develop ongoing financial acumen as it pertains to the complexities of the securities industry, alternative investments, and private debt/equity markets
Qualification
Required
Bachelor's degree required
Genuine interest in sales, wholesaling, and the investment management industry
FINRA SIE, Series 7 & Series 63 licenses required, will need to obtain within the first 90 days of employment
Effective and professional verbal and written communication skills
Intellectual curiosity with the ability to apply what is learned; willing to develop effective persuasion, relationship management, and interpersonal skills
Ability to operate comfortably and effectively in a fast-paced, team-oriented environment
Working knowledge of Microsoft Office
Familiarity with database management tools such as Salesforce and Tableau
Strong organizational skills and the ability to track and manage sales activities
Preferred
Desire and ability to obtain advanced financial designations
Company
Future Standard
Future Standard is a global alternative asset manager that makes investments in credit, real estate, and private equity.
Founded in 2007
501-1000 employees
Funding
Current Stage
Late StageLeadership Team
W
William Goebel
Managing Director
Recent News
2026-01-21
Business Wire
2026-01-16
Company data provided by crunchbase