Asset Development Consultant

2 days ago


Bideford, Devon, United Kingdom Meeder Investment Management Inc Full time
About the Role

We are seeking an Asset Development Consultant to drive business growth through strategic partnerships and exceptional customer service. As an Asset Development Consultant, you will work closely with Registered Investment Advisors (RIAs) and Registered Representatives to deliver tailored investment solutions that meet their unique needs.

Your key responsibilities will include becoming a subject matter expert on all investment solutions and services, building and maintaining strong advisor relationships, and presenting at client seminars and training sessions. To succeed in this role, you must have excellent communication and consultative skills, as well as a deep understanding of the investment services industry.

A successful candidate will have 3+ years of experience as an Internal or Hybrid Consultant in the investment services industry. Relevant certifications such as CIMA, CFP, CPWA, BFA, or CFA are preferred, along with a Bachelor's Degree and FINRA Series 6 or 7 licensure. Series 65 licensure is also a plus.

This is a salaried position offering a competitive salary range of $90,000 - $115,000 per annum, based on experience. We offer a dynamic and supportive work environment where you can grow your career and make a meaningful impact.



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