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Hybrid Regional Investment Consultant: Advisors
Job in
Woburn, Middlesex County, Massachusetts, 01813, USA
Listed on 2026-07-25
Listing for:
Morningstar
Full Time
position Listed on 2026-07-25
Job specializations:
-
Sales
Business Development
Job Description & How to Apply Below
Morningstar is seeking a Business Development Consultant to expand advisory relationships and drive growth across a defined territory. This hybrid, Chicago-based role interfaces with the Divisional Sales Director to advance Wealth's advisory client base and investment offerings.
Ideal candidates bring 5+ years in financial services sales, strong advisor relationship skills, and knowledge of managed accounts and SMAs. Series 65/66 or ability to obtain within 6 months is required.
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