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Advisor Consultant

DOUBLELINE GROUP LP
Posted 3 months ago, valid for 13 days
Location

Tampa, FL 33689, US

Salary

Competitive

Contract type

Full Time

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Sonic Summary

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  • The Internal Wholesaler position in Tampa, FL is a full-time role focused on driving asset growth for DoubleLine’s investment strategies.
  • Candidates should have a Bachelor’s Degree with at least 2 years of experience in the financial services industry, along with the necessary FINRA licenses.
  • The role involves engaging with financial advisors, supporting the Global Relationship Manager, and driving allocations to flagship funds.
  • Performance metrics include net fund flows, assets under management, and the development of new advisor relationships.
  • This position offers an opportunity to work collaboratively in a results-oriented environment, emphasizing strong communication and relationship-building skills.

Job DetailsJob Location: Tampa, FL - Tampa, FL 33602Position Type: Full TimeThe Advisor Consultant (Internal Wholesaler) is responsible for driving asset growth by supporting the distribution of DoubleLine’s investment strategies to financial advisors. The role serves as a primary point of contact for advisors seeking insight into the firm’s investment views and product offerings. Working closely with the Global Relationship Manager (GRM), the Internal Wholesaler helps penetrate key advisor channels including wirehouses, independent broker-dealers, banks, and RIAs. The objective is to drive allocations to flagship funds while also supporting the launch and adoption of new strategies. The Internal Wholesaler’s performance is measured by net fund flows, assets under management, development of new advisor relationships, and retention of existing assets.   Job Functions Drive Net New Assets through proactive advisor engagement and relationship development Partner with GRMs to develop business within a specific geographic territory Clearly explain and position DoubleLine Strategies across all areas of taxable fixed income Assist GRMs with day-to-day tasks as a coordinated sales team Service advisors and existing assets by responding to product inquiries and providing market updates Qualifications Bachelor’s Degree with 2 years of experience in the financial services industry FINRA Series 7 and 63 or 66 license required Exceptional ability to build and maintain strategic relationships Results-oriented self-starter with strong work ethic Strong communication, interpersonal, and organizational skills Collaborative individual dedicated to the success of the team




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