Advisor Consultant - Summer
Listed on 2026-09-25
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Sales
Financial Sales, Client Relationship Management
The Role
The Advisor Consultant role is designed for early career professionals eager to launch a dynamic and rewarding career in financial services. This role offers a unique opportunity to build a strong foundation in client relationship management, consultative sales, and practice management
through a comprehensive and immersive training program. You’ll begin your journey with in-depth training that includes investment markets, product knowledge, presentation skills, and preparation for the Series 7, 66, and SIE licenses. Once onboarded, you’ll join our Advisor Consultant desk, where you’ll play a key role in supporting business growth and deepening client relationships within a designated region.
As an Advisor Consultant, you will:
- Proactively engage with Financial Advisors to strengthen relationships, identify cross-selling opportunities, and cultivate new business.
- Represent Lord Abbett with professionalism and expertise, serving as a trusted resource for our clients.
- Receive regular performance feedback and coaching to support your development and success.
This role serves as the primary talent pipeline for future
Regional Manager
positions across the West, Midwest, South, Southeast, and Northeast regions. Upon promotion, Regional Managers transition into their assigned territories, continuing to build on the relationships and business opportunities they helped develop.
- Exhibit strong knowledge of mutual funds, separately managed accounts (SMAs), and retirement solutions
- Analyze and interpret current market trends to assess their implications on investment strategies
- Initiate proactive outreach to financial advisors, delivering timely sales ideas and value-added business insights
- Collaborate closely with Regional Managers to drive growth and manage relationships within an assigned territory
- Coordinate with the Marketing team to execute strategic outbound calling campaigns that support business objectives
- 0-3 years relevant experience in the financial services industry
- Ability to obtain the Series 7, 66, and SIE licenses within the designated time frame
- Exceptional written and verbal communication skills
- The aptitude to learn and adapt quickly in a rapidly changing environment
- Real ambition to pursue a client-facing career, with a strong interest in relationship management and sales
- Ability to develop client relationships and strategic partnerships
- Program start date:
July 2027
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