Internal Advisor Consultant

Who we are looking for:

First Eagle is seeking a highly motivated Internal Advisor Consultant who excels in relationship-building and has an in-depth knowledge of the financial services industry.  This hire will partner with an Advisor Consultant(s) to provide relevant and timely solutions with the #1 priority to benefit clients’ investment portfolios.

What you will do:

• Work in partnership with the Advisor Consultants to create and maintain existing client relationships within a specified territory to maximize sales goals
• Reach out to advisors directly via phone and email communication to proactively engage, assess, and offer solutions
• Develop and implement a sales plan to capture available opportunities in the most efficient and cost-effective manner
• Thoroughly learn, understand, and present all focus products and value-added pieces to prospective clients
• Maintain impeccable follow-up with prospects to establish rapport, sustain interest, and manage relationships
• Assess the needs of each client by asking specific, high impact questions to adequately position the appropriate fund that meets those needs
• Profile advisors on how to help them grow their book of business
• Deliver sales literature, collateral, hypotheticals, and sales ideas to effectively facilitate sales processes and enhance advisor relationships
• Maintain constant and open communication with externals with the help of logging activities daily into the firm CRM
• Remain laser-focused on sales goals through the means of scheduling, follow-ups, thank you for the business correspondence and prospecting

The qualities you should have:

• Candidates MUST have their Series 7 and 63 FINRA licenses
• Undergraduate Degree, preferably in business, economics, or finance
• 1-2 years of experience in the financial services industry
• Strong communication skills, focus and perseverance
• Excellent interpersonal skills, as well as a team player
• Daily attitude of gratitude, humility, and respect for yourself, peers and the firm
• Exemplary planning and organizational skills
• Knowledge of financial markets and basic economic principles

Base Salary: $75,000-$100,000. In addition, this role is eligible for an annual incentive bonus and sales commissions. Compensation may vary based upon, but not limited to – the individual's skills, experience, qualifications, and internal equity. 

We value our people and offer a broad range of benefits. We provide generous paid time-off, medical/dental/vision healthcare plans, 401(k) retirement and profit-sharing plans, a flexible/hybrid work environment, “dress for the day” flexible work attire, and many more great benefits. For more information, please refer to our First Eagle Benefits website.

First Eagle Investments and their affiliates and subsidiaries, including First Eagle Alternative Credit and Napier Park Global Capital, is an Equal Opportunity Employer.  Equal Employment Opportunity has been, and will continue to be, a fundamental principle at First Eagle, where employment is based upon personal capabilities and qualifications without regard to race, color, religious belief, including dress and grooming practices, sex, sexual orientation, gender identity, gender expression, age, national origin, marital status, citizenship, disability, veteran status, pregnancy, breastfeeding or medical conditions related to breastfeeding, status as a victim of domestic violence, sexual assault, or stalking, or any other basis protected by applicable federal, state or local law, genetic information or characteristics (or those of a family member), or any other protected characteristic as established by law.