Advisor Consultant
DoubleLine Group LP · doubleline.com
TampaOn-siteMid level2+ yrs
The job in short
Internal wholesaler supporting fund distribution to financial advisors.
Details
- Found
- 22 d ago · posted 2026-06-03
- Location as listed
- Tampa, FL, USA
- Role
- Account Manager / Key Account
- Source
- The company’s own careers site
Full description
Job Details: Job Location: Tampa, FL - Tampa, FL, Position Type: Full Time, Salary Range: Undisclosed, The Advisor Consultant (Internal Wholesaler) is responsible for driving asset growth by supporting the distribution of DoubleLine’s investment strategies to financial advisors. The role serves as a primary point of contact for advisors seeking insight into the firm’s investment views and product offerings. Working closely with the Global Relationship Manager (GRM), the Internal Wholesaler helps penetrate key advisor channels including wirehouses, independent broker-dealers, banks, and RIAs. The objective is to drive allocations to flagship funds while also supporting the launch and adoption of new strategies. The Internal Wholesaler’s performance is measured by net fund flows, assets under management, development of new advisor relationships, and retention of existing assets.
Job Functions
Drive Net New Assets through proactive advisor engagement and relationship development
Partner with GRMs to develop business within a specific geographic territory
Clearly explain and position DoubleLine Strategies across all areas of taxable fixed income
Assist GRMs with day-to-day tasks as a coordinated sales team
Service advisors and existing assets by responding to product inquiries and providing market updates
Qualifications:
Bachelor’s Degree with 2 years of experience in the financial services industry
FINRA Series 7 and 63 or 66 license required
Exceptional ability to build and maintain strategic relationships
Results-oriented self-starter with strong work ethic
Strong communication, interpersonal, and organizational skills
Collaborative individual dedicated to the success of the team
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