[Hiring] Advisor Education Consultant REMOTE USA
Position: Advisor Education Consultant
Date Posted: January 11, 2026
Industry: Financial Services / Investment Management / Wealth Management
Employment Type: Full Time
Experience: 10+ years of experience in the financial services industry
Qualification: Bachelor’s Degree holder; advanced certifications such as CFP, CIMA, CPWA, or CFA are strongly preferred
Salary: $175,000 – $240,000
Location: New York, NY, United States – REMOTE
Company: PIMCO
Description:
PIMCO is a globally recognized leader in active fixed income investing, with extensive expertise across public and private markets. Since 1971, the firm has been trusted by investors worldwide to deliver strong risk-adjusted returns through innovative and flexible investment solutions. PIMCO is built on a high-performance, inclusive culture that values collaboration, openness, responsibility, and excellence, while continuously investing in its people and thought leadership.
PIMCO is currently seeking an experienced Advisor Education Consultant to further develop and elevate its Advisor Education value-add program within the U.S. Global Wealth Management business. This role serves as a highly visible ambassador for the Advisor Education platform, representing PIMCO at major industry events and acting as a strategic partner to internal teams such as Field Sales, Strategic Accounts, and Sales Strategy.
The successful candidate will be a respected thought leader within the wealth management space, with a proven ability to design and deliver impactful educational content that helps financial advisors grow their practices, strengthen client relationships, and navigate a rapidly evolving market environment.
Key Responsibilities:
• Represent PIMCO’s Advisor Education program through thought leadership and educational delivery at industry conferences, advisor events, and client sessions.
• Partner closely with U.S. Global Wealth Management teams to design and expand programs that increase advisor engagement and long-term loyalty.
• Research, identify, and develop high-quality educational and thought leadership content focused on practice management, wealth planning, tax strategies, and investment consulting.
• Collaborate with subject-matter experts to create differentiated programs that support advisor business growth and deeper partnerships with PIMCO.
• Build and maintain a comprehensive library of timely, actionable, and easy-to-digest content for advisors and internal sales teams.
• Deliver content through webinars, virtual platforms, in-person presentations, and national or regional industry conferences.
• Customize educational initiatives to support advisors at all stages, from early-career professionals to seasoned practitioners.
• Work with Strategic Accounts teams to deploy Advisor Education content across partner firms.
• Support internal training efforts, including account manager consultations, divisional calls, and internal communication platforms.
• Participate in investor sessions with key clients when appropriate.
• Demonstrate broad knowledge of market-relevant financial topics and contribute to the development of an industry-leading education program.
• Align educational initiatives with broader business objectives and strategic growth priorities.
Qualifications:
• Bachelor’s Degree required; advanced professional certifications are highly desirable.
• Minimum of 10 years of experience within financial services.
• Established credibility and recognized thought leadership in wealth management.
• Proven success developing educational content in practice management, financial planning, and investment consulting.
• Deep understanding of wealth planning, tax strategies, investment solutions, and advisor business models.
• Strong writing, presentation, and content development capabilities.
• Ability to confidently engage and present to large audiences at industry events.
• Familiarity with the financial advisor and RIA landscape.
• Strong cross-functional collaboration skills and strategic mindset.
• Flexibility to adapt content to diverse advisor needs and changing market conditions.
• Willingness to travel up to 50% for conferences, events, and client engagements.
• Comfort with virtual delivery tools and digital engagement platforms.
PIMCO offers a total compensation structure that includes a competitive base salary and a discretionary performance-based bonus, determined by individual, team, and company performance. The organization is committed to equal employment opportunity, diversity, inclusion, and providing reasonable accommodations for qualified individuals with disabilities. Candidates must be legally authorized to work in the United States, as visa sponsorship is not available for this role.
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