Internal Advisor Consultant

Position Description:

FPA is seeking an Internal Advisor Consultant to join our Client Team. The Internal Advisor Consultant will provide proactive sales and service support to advisory channel prospects and clients. The Internal Advisor Consultant will also utilize market, industry and product knowledge to determine and meet business needs while promoting FPA’s products and services. This is the first tier within the FPA Client Team career path.

• Partner with External Advisor Consultants in coordinating home-office resources and delivering sales support.
• Contribute to and improve data management in the FPA CRM system for all FPA advisory channel prospects and clients.
• Complete market research including competitor, product and industry research projects.

Key Responsibilities:

Support and communicate with the external advisory channel focused team along with prospects, clients and analysts using or considering FPA strategies and products:

• Regular, frequent, and effective communication with the External Advisor Consultant team.
• Ensure timely and comprehensive email, call, and meeting follow up is completed and recorded. Assist in maintaining ongoing relationships with prospects and clients.
• Convey sales ideas, disseminate product information, and answer high level strategy and product questions to prospects and clients.
• Listen, probe, uncover, and analyze client and prospect needs and recognize potential sales/service opportunities.
• When necessary, help drive the closing process with prospects.
• Field client related questions and direct complex requests to the appropriate product RMs and product specialists at FPA.
• Assist in the setup and management of calls, meetings, and trips for key Advisor Consultant team members.
• If the Advisor Consultant team is unavailable, take ownership and resolve problems by gathering, analyzing, pursuing an appropriate course of action, and following up when necessary. Perform end-to-end service.

CRM data support and management:

• Ensure all prospect and client communication is accurately recorded in the FPA CRM system.
• On an ongoing basis complete, update and, when necessary, modify prospect and client data in the CRM system.
• Run reports from the CRM system to review and plan client activities.
• Assist the Advisor Consultant team in building and continually updating a prospect pipeline, including completing research to establish a high value pipeline.
• Suggest changes and improvements to data fields and information captured for prospects and clients in the CRM system.
• Work with the FPA data specialist team to develop, build, and maintain an internal database and reporting tools to track prospects, opportunities, and clients.

Proactive outbound and inbound sales efforts:

• Reach out and communicate with tier 1 and tier 2 prospects in difficult to reach geographies. Conduct proactive sales emails and calls to prospect advisors, teams, and firms in the advisory channel.
• Handle inbound calls for all levels of sales (acquisition and development).
• Cover and own the results for all Tier 5 clients including retention bonus compensation and sales compensation.
• Develop and maintain a pipeline of prospects that are not being reached by the External Advisor Consultant team.
• Assist in arranging and possibly attending appropriate advisor conferences. Set up selective meetings and group meetings with FPA investment professionals if prospects are in attendance.

Requirements:

• Bachelor’s degree required; concentration in marketing or business preferred.
• One to two years of experience in the financial or investment industry.
• Series 7 and 63 license required.
• Computer proficiency required.

Attributes and skill set:

• The utmost integrity.
• A team player with a positive attitude and a strong work ethic, reliable.
• Self-confident and detail oriented.
• Competitive, aggressive, driven to succeed, with a commitment to success.
• Ability to learn quickly and retain knowledge.
• Communicate complex ideas and concepts.
• Effective one-on-one communication skills, interpersonal flexibility, self-awareness, and functional intelligence.
• Resilient, able to overcome adversity, maintains a positive outlook.
• Entrepreneurial – self-starter and motivated.
• A student of the capital markets, demonstrated a passion for investing, preferably value investing, or the investment management business.
• Sales ability – convincing, persuasive, and credible; thinks quickly on feet and professional attitude and appearance.

This position will be fully remote (work from home). 

Compensation: $70,000 – $80,000 base salary + retention bonus + sales bonus including comprehensive benefits package. Base salary will be determined by applicant’s skills, experience, geographic location, and pay equity considerations.

Company Overview

FPA is a Los Angeles-based institutional money management firm practicing a disciplined approach to value investing, prudently seeking superior long-term returns while maintaining a focus on capital preservation.  As of December 31, 2025, FPA manages approximately $32 billion across multiple strategies. Independently owned FPA has 78 employees, with 22 investment professionals.

Candidates must submit their resume and cover letter to [email protected]. Submissions must include “Internal Advisor Consultant” in the subject line for consideration.

FPA is an Equal Opportunity Employer