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Website BlackRock
Job Description:
BlackRock’s US Wealth Advisory business manages the firm’s relationships with US retail investors and financial advisors. Representing a full suite of strategies from Model Portfolios, iShares ETFs, and mutual funds to Alternatives, SMAs and sub-advisory relationships USWAs mandate is to deliver One BlackRock to retail.
Job Responsibilities:
- Deliver subject matter expertise on BlackRock Model Portfolios and thoughtful implementation of customizations in conjunction with an advisor’s investment process.
- Profile our clients in order to learn more about their objectives and then deploy the appropriate resources.
- Accelerate BlackRock sales and market share growth with largest and fastest growing advisors
- Deliver fiduciary and investment insights through portfolio construction conversations.
- Embrace data-driven segmentation and the BlackRock Engagement Model to drive deeper relationships
- Partner with BlackRock’s Market Leaders, Portfolio Solutions, Product Strategists, and external partners to deliver the full breadth and benefits of BlackRock’s investment solutions.
- Embrace technology to deliver an exceptional client experience.
Job Requirements:
- Exceptional verbal and written communication skills
- CFP, CIMA or CFA preferred
- Clean U-4
- Strong organizational and sales skills, including profiling and resource deployment
- Strong financial services background with knowledge of investment trends and advisor practices
- NASD Series 7 and 66 (or 63 & 65) required
Qualification & Experience:
- Minimum 3+ years as an experienced model, ETF, mutual fund wholesaler, or product strategist
- Bachelor’s degree required
Job Details:
Company: BlackRock
Vacancy Type: Full Time
Job Location: Atlanta, GA, US
Application Deadline: N/A
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