Internal Advisor Consultant / Internal Wholesaler

Details of the offer

What we do: First Eagle Investments is an independent, privately owned investment management firm headquartered in New York with approximately $149 billion in assets under management as of September 30, 2024.
With a heritage dating back to 1864, First Eagle Investments has served as a prudent steward of client capital across market cycles, varying macroeconomic conditions and numerous disruptive events.
Philosophically autonomous but united under First Eagle's core investment tenets, our five investment teams—Global Value, Small Cap, High Yield Municipal Credit, First Eagle Alternative Credit and Napier Park Global Capital—apply their disciplined, unconventional thinking across a range of investment capabilities.
Our actively managed strategies feature equities, fixed income and currencies, alternative credit and real assets to offer clients a range of differentiated risk-return profiles backed by a shared emphasis on mitigating downside risk.
For more information, please visit www.firsteagle.com.
What drives us: At First Eagle, clients come first, always.
To deliver on this commitment, we nurture an environment that attracts, develops, and retains a talented, inclusive workforce.
We also aim to inspire each of our employees to do their life's best work with us and for our clients.
We have built a culture that promotes equity, diversity, and respect, and holds every member of the organization to the highest standards of integrity and accountability.
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 Consultants 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 goalsReach out to advisors directly via phone and email communication to proactively engage, assess, and offer solutionsDevelop and implement a sales plan to capture available opportunities in the most efficient and cost-effective mannerThoroughly learn, understand, and present all focus products and value-added pieces to prospective clientsMaintain impeccable follow-up with prospects to establish rapport, sustain interest, and manage relationshipsAssess the needs of each client by asking specific, high impact questions to adequately position the appropriate fund that meets those needsProfile advisors on how to help them grow their book of businessDeliver sales literature, collateral, hypotheticals, and sales ideas to effectively facilitate sales processes and enhance advisor relationshipsMaintain constant and open communication with externals with the help of logging activities daily into the firm CRMRemain 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 (or 66) FINRA licensesUndergraduate Degree, preferably in business, economics, or finance1-2 years of experience in the financial services industryStrong communication skills, focus and perseveranceExcellent interpersonal skills, as well as a team playerDaily attitude of gratitude, humility, and respect for yourself, peers and the firmExemplary planning and organizational skillsKnowledge of financial markets and basic economic principles Base Salary: $65,000.
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 Investment Management, LLC (FEIM) is an Affirmative Action and Equal Opportunity Employer.
Equal Employment Opportunity has been, and will continue to be, a fundamental principle at FEIM, 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.


Nominal Salary: To be agreed

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