Junior External Wholesaler

Exciting opportunity for a junior wholesaler to join an established fund distributor here in Miami. This role will work on a team to development and grow advisor relationships. Strong opportunities for career growth.

Core Responsibilities

• Maintain face-to-face relationships with financial advisors and broker-dealers
• Conduct product presentations, branch visits, and seminars
• Partner with internal wholesalers to track leads and close sales
• Execute territorial business plans to meet net sales goals
• Manage travel schedules and entertainment expense budgets

Qualifications & Requirements

• Bachelor’s degree in finance, business, or marketing preferred
• 2 to 5 years of financial services experience
• FINRA Series 7 (or Series 6/63)
• Bilingual (English/Spanish) preferred