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Advisor Consultant
Advisor ConsultantFour Springs Capital Markets • Wall Township, New Jersey, United States
Advisor Consultant

Advisor Consultant

Four Springs Capital Markets • Wall Township, New Jersey, United States
[job_card.variable_days_ago]
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  • [job_card.full_time]
[job_card.job_description]

About Four Springs Capital Markets

Four Springs Capital Markets (“FSCM”) is the distribution arm of Four Springs TEN31 Xchange. Founded in 2008, the firm is a long-standing participant in the tax-advantaged real estate marketplace with a national footprint spanning broker-dealers, RIAs, and family offices.

Four Springs TEN31 Xchange, our dedicated 1031 exchange platform, has over an 11-year track record as a DST sponsor, having launched more than 30 DST offerings across industrial, retail, medical, and specialty real estate sectors. Our platform emphasizes high-quality, net lease real estate and institutionally structured investment programs designed to serve the needs of financial advisors and their clients.

Position Overview

The Advisor Consultant is a core member of the distribution team, responsible for supporting financial advisors across assigned territories and partnering closely with an external wholesaler to drive capital-raising efforts. This individual will deliver product education, expand advisor relationships, and provide high-touch sales support across FSCM’s offerings.

The ideal candidate is proactive, consultative, outgoing, and thrives in a fast-paced, advisor-facing environment.

Key Responsibilities

Sales & Advisor Engagement

  • Support external wholesalers in developing and managing relationships with financial advisors across independent broker-dealers, RIAs, and family offices.
  • Conduct proactive outbound outreach to introduce offerings, schedule meetings, and promote webinars and events.
  • Provide timely, accurate responses to advisor inquiries on product structure, suitability, offering materials, and subscription processes.
  • Deliver product overviews and educational calls to advisors, clearly articulating investment thesis, risks, and differentiators.
  • Maintain strong working knowledge of all Four Springs offerings, including DSTs, Opportunity Zone strategies, and private credit solutions.

Pipeline & Territory Management

  • Build, maintain, and manage sales pipelines within CRM (Salesforce).
  • Track advisor interactions, follow-ups, capital flow, and engagement metrics.
  • Coordinate advisor training sessions, virtual events, and roadshows to increase activity within the assigned territory.
  • Monitor advisor trends and provide meaningful feedback to sales leadership.

    • Operational & Cross-Functional Collaboration

  • Work closely with Operations, Due Diligence, Compliance, and Marketing to support the advisor experience.
  • Assist with preparation of presentations, follow-up emails, marketing materials, and territory communication.
  • Stay current on trends in the DST, alternatives, and private real estate landscape.

    • Qualifications

  • 3+ years of experience in financial services, preferably asset management, alternatives, or broker-dealer sales support.
  • Series 7 and 63 required.
  • Strong understanding of investment products; familiarity with real estate or alternatives a plus.
  • Excellent verbal communication skills and comfort with high-volume advisor interaction.
  • Strong organizational skills and the ability to manage multiple priorities.
  • Team-oriented, proactive, and detail-focused.

    • What We Offer

  • Competitive compensation package, including base salary and performance-based incentives.
  • Opportunity to be part of a fast-growing, specialized alternative investment platform.
  • Exposure to institutional-quality real estate and private credit strategies.
  • Clear pathways for professional development and advancement within Sales & Distribution.
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    Advisor • Wall Township, New Jersey, United States

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