Job Description

Summary/Responsibilities:
Outstanding opportunity to join a leading financial firm as an Internal Wholesaler, calling 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 required
Understanding of mutual funds and asset classes required
Strong financial market knowledge required
Bachelor’s degree and strong academic background required
Prior experience as an Internal Wholesaler or Financial Advisor strongly preferred
Excellent verbal communication skills required
Polished and professional 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.