Job Description

Summary/Responsibilities:
Leading financial firm seeks to add Internal Wholesalers to call on RIAs/independent financial advisors/wire houses/etc., offering a range of products (mutual funds/separately managed accounts/ retirement products). Limited client site travel required.
Make calls to top tier advisors highlighting products
Partner with External Wholesalers to drive sales/build relationships with advisors throughout assigned territory
Provide portfolio construction/practice management support to advisors to strengthen their client relationships/promote business growth.
Execute follow up with advisors to advance sales process/deepen relationships.
Demonstrate organized/efficient/effective territory management and phone skills on a consistent basis.

Requirements:
2-5 years financial sales experience preferred
Prior experience as an Internal Wholesaler or Financial Advisor preferred but not required
Bachelors degree and strong academic background required
Excellent verbal communication/presentation skills required
Strong organization/time management skills required
Strong interest in sales/financial markets required
Series 7/63 registration preferred

Candidates interested in applying to this role should e-mail 96t234@brokeragejobs.com.