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 will support sales and reputed company advisor relationships by handling inbound calls, answering product-reputed company questions, and identifying new 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