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Territory Consultant Financial Advisors

Job in Orem, Utah County, Utah, 84057, USA
Listing for: BCI Orion Portfolio Solutions, LLC DBA Brinker Capital Investments
Full Time position
Listed on 2026-06-07
Job specializations:
  • Sales
    Sales Consultant
  • Business
Salary/Wage Range or Industry Benchmark: 80000 - 100000 USD Yearly USD 80000.00 100000.00 YEAR
Job Description & How to Apply Below
Position: Territory Growth Consultant for Financial Advisors

BCI Orion Portfolio Solutions, LLC DBA Brinker Capital Investments is seeking a Business Development Consultant to promote its services to Registered Investment Advisors. The role involves cold calling, creating email campaigns, and developing new client relationships.

The ideal candidate will have at least 2 years of inside sales experience in financial services and a Bachelor’s degree in Business Administration or Finance. This position requires a Series 65 license or Series 7 and 66 licenses within 90 days.

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