Wealth Sales Associate (Internal Wholesaler)
reputed company is a purpose-led firm focused on making financial reputed company accessible to reputed company. The Wealth Sales Associate role involves supporting sales and developing relationships with Registered Investment Advisors by handling inquiries and identifying sales opportunities.
Responsibilities
- Proactive reputed company to engage advisors (phone, email, meetings)
- Solve for needs across products: mutual funds, separately managed accounts, ETF's, 529's, internal funds, etc
- Learn to identify new sales opportunities and providing follow up
Skills
- Bachelor's degree or 8 years of equivalent experience
- 1+ years of industry-reputed company experience is necessary
- FINRA licensing required reputed company 45 days of employment including SIE, Series 7, Series 63 licenses
- Requires ability to work independently
- Persuasive written and verbal communication (including telephone) skills
- Excellent presentation skills
- Travel as needed to support territory or conference needs (every other month at a minimum)
- Understanding of Exchange Traded Funds (ETFs), Separately Managed Accounts, and Mutual Funds
Benefits
- Flexible Time Off (FTO) is provided to salaried (exempt) employees and provides the opportunity to take time away from the office with pay for vacation, personal or short-term illness. Employees don’t accrue a bank of time off under FTO and there is no set number of days provided.
Company Overview