Internal Investment Consultant

Brinker Capital, Inc - Berwyn, PA

Full-timeEstimated: $59,000 - $73,000 a year

Brinker Capital is a privately held investment management company with over $21 billion in assets under management. For 31 years, Brinker Capital’s purpose has been to deliver an institutional multi-asset class investment experience to individual clients. Brinker Capital’s highly strategic, disciplined approach has provided investors the potential to achieve their long-term goals while controlling risk. With a focus on wealth creation and management, Brinker Capital serves financial advisors and their clients by providing high-quality investment manager due diligence, asset allocation, portfolio construction, and client communication services. Brinker Capital, Inc. is a registered investment advisor.

Our employees' are dedicated, talented individuals who pride themselves on their work. We operate in a creative, team-oriented environment that offers a variety of challenging and fulfilling career opportunities. As our business continues to grow, we are seeking talented, motivated individuals to join the Brinker Capital team.

As a leading investment management firm, headquartered in Berwyn, PA, we’re proud to offer competitive salaries and a comprehensive benefits package. Brinker Capital offers a great culture where individuals can thrive and are supported in their continuous career development.

We currently have an opening on our Sales team for an Internal Investment Consultant!


Partner with external sales professionals by building and maintaining territory business

Essential Duties & Responsibilities

  • 1. Identify new opportunities to increase sales and achieve goals.
  • Drive results and promote Brinker's investment products and services by delivering key messages through targeted prospecting activities including cold calls.
  • Establish a thorough understanding of the investment management industry and utilize this knowledge to position our products and services effectively.
  • Support our External Sales Director in developing and executing the business plan to generate territory sales.
  • Build, grow, and maintain new and existing advisor relationships.
  • Train advisors to deliver the investment story and process.
  • Assist advisors in closing end-investor business.
  • Maintain sales contact database utilizing Salesforce.
  • Distribute materials to regional directors, advisors and clients.
  • Set and maintain expectation levels on new business with Regional Director.
  • Prepare special reports and material for advisors as needed.
  • Learn the ProGen Proposal System well enough to train advisors.
  • Continue education and training within the investment industry.


  • Bachelor's Degree in Finance, Business or related major.
  • 3+ years Financial Industry Experience.
  • Currently hold Series 7, 63, 65/66 or ability to obtain within 90 days.
  • Must be a highly motivated individual with excellent verbal and communication skills.
  • Must have excellent organizational skills, be able to work independently, and multi task.

Job Type: Full-time


  • Financial Industry: 2 years (Preferred)


  • Bachelor's (Preferred)


  • FINRA License (Preferred)