Advisor Education Consultant

PIMCO is a global leader in active fixed income, offering a broad array of financial solutions across public and private markets. We invest clients’ capital with deep expertise and a culture of high‑performance inclusivity, guided by our core values of Collaboration, Openness, Responsibility, and Excellence.

We are seeking an experienced and respected wealth‑management investment consultant to develop and elevate PIMCO’s Advisor Education value‑add program within our U.S. Global Wealth Management (GWM) business.

In this role, you will act as a visible ambassador for PIMCO’s Advisor Education program, representing the firm at major industry events and conferences while partnering with GWM teams (Field Sales, Strategic Accounts, Sales Strategy). You will create and deliver differentiated program content that empowers financial intermediaries to grow their practices, deepen client relationships, and stay ahead in a dynamic marketplace.

New York, NY or Remote

• Represent PIMCO’s Advisor Education program through thought leadership and educational delivery at industry events, conferences, sessions.
• Understand financial advisor needs and collaborate with U.S. GWM teams to design and expand engagement and loyalty programs.
• Identify, research, and develop thought leadership content on practice management, wealth planning, tax strategies, and investment consulting.
• Partner with subject‑matter experts to create impactful programs advisors can leverage for business growth.
• Build and maintain a robust library of timely, digestible, actionable content for advisors and internal sales teams.
• Deliver content through webinars, in‑person presentations, and consultations; confidently present to national and regional audiences.
• Support strategic partnerships by tailoring educational programs to meet diverse advisor needs, from new entrants to seasoned professionals.
• Collaborate with Strategic Accounts to implement Advisor Education content across partner firms.
• Participate in internal and external communications to promote program adoption and engagement.
• Provide training and consultation support for Account Managers on AM consults, divisional calls, and internal platforms.
• Support relationships with key clients via investor sessions when appropriate.
• Work with internal and external partners to develop an industry‑leading program aligned with strategic goals and advisor growth opportunities.
• Help drive business objectives by building programs that align with strategic goals and advisor growth opportunities.

• Bachelor’s degree required; advanced certifications (CFP, CIMA, CPWA, CFA) strongly preferred.
• 10+ years of experience in the financial services industry.
• Recognized credibility and thought leadership within the wealth management space.
• Proven experience developing successful practice management, financial planning, and investment consulting educational content.
• Broad and deep knowledge of market‑relevant topics, including wealth planning, tax strategies, investment consulting, and advisor practice management.
• Strong writing and content development skills; ability to simplify complex concepts into actionable insights.
• Demonstrated ability to confidently present to large audiences, including industry conferences.
• Knowledge of financial advisor and RIA landscape.
• Proven ability to collaborate cross‑functionally with sales teams and subject‑matter experts.
• Flexibility and adaptability to meet diverse advisor needs and evolving market conditions.
• Can travel up to 50% for conferences, events, and client meetings.
• Exceptional interpersonal and presentation skills.
• Comfort with virtual delivery platforms and digital engagement tools.
• Strong strategic thinking and business acumen.

Base salary: $ – $. Compensation includes a base salary and discretionary bonus based on performance.

PIMCO recruits and hires qualified candidates without regard to race, national origin, ancestry, religion, sex, sexual orientation, gender identity, age, military or veteran status, disability, or any other factor prohibited by law. The company also prohibits discrimination on other bases such as medical condition or marital status under applicable laws.

PIMCO is an Equal Employment Opportunity/Affirmative Action employer. We provide reasonable accommodation for qualified individuals with disabilities, including veterans, in job application procedures. If you have any difficulty using our online system due to a disability and would like to request an accommodation, please contact us at 949‑720‑7744.