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
Junior External Wholesaler in miami at Unknown Company
This position is listed as full time and onsite.