A financial services firm in Cleveland is seeking an experienced external wholesaler to enhance its RIA Channel. The role involves building partnerships with independent RIAs, conducting meetings to showcase investment solutions, and developing a strategic business plan to grow assets under management. Candidates must have 5+ years in financial sales, the required licenses, and excellent communication skills. The position offers a competitive salary with performance incentives and the chance to work with a respected, research-focused team.
#J-18808-Ljbffr
#J-18808-Ljbffr
Remote RIA Channel External Wholesaler in cleveland at Unknown Company
This position is listed as full time and onsite.