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 preferred2 to 5 years of financial services experienceFINRA Series 7 (or Series 6/63) Bilingual (English/Spanish) preferred
