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.
Be one of the first applicants, read the complete overview of the role below, then send your application for consideration.
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.